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Disclosery

Betterment LLC: BNDW position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Betterment LLC on BNDW, newest first. How the timeline and the estimate are built.

Betterment LLC held 408,910 BNDW shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 408,910 shares
    Change vs previous 13F +36,992 shares

    0.05% of the 13F portfolio, value $28,023,000.

    13F-HR 0001633901-26-000004 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 371,918 shares
    Change vs previous 13F +10,502 shares

    0.05% of the 13F portfolio, value $25,421,000.

    13F-HR 0001633901-26-000003 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 361,416 shares
    Change vs previous 13F +27,025 shares

    0.05% of the 13F portfolio, value $24,844,000.

    13F-HR 0001633901-26-000002 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 334,391 shares
    Change vs previous 13F +24,785 shares

    0.05% of the 13F portfolio, value $23,294,000.

    13F-HR 0001633901-25-000010 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 309,606 shares
    Change vs previous 13F +289,430 shares

    0.05% of the 13F portfolio, value $21,465,000.

    13F-HR 0001633901-25-000007 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 20,176 shares
    Change vs previous 13F -12,747 shares

    <0.01% of the 13F portfolio, value $1,388,000.

    13F-HR 0001633901-25-000006 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 32,923 shares
    Change vs previous 13F -27,587 shares

    0.01% of the 13F portfolio, value $2,245,000.

    13F-HR 0001633901-25-000004 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 60,510 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,273,000.

    13F-HR 0001633901-24-000007 filed by Betterment LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).