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Disclosery

Betterment LLC: BNDX position timeline

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

Betterment LLC held 20,301,516 BNDX 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 20,301,516 shares
    Change vs previous 13F +900,942 shares

    1.66% of the 13F portfolio, value $983,202,000.

    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 19,400,574 shares
    Change vs previous 13F -157,701 shares

    1.77% of the 13F portfolio, value $932,198,000.

    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 19,558,275 shares
    Change vs previous 13F +1,197,101 shares

    1.8% of the 13F portfolio, value $945,056,000.

    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 18,361,174 shares
    Change vs previous 13F +837,203 shares

    1.79% of the 13F portfolio, value $908,144,000.

    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 17,523,971 shares
    Change vs previous 13F -837,259 shares

    1.85% of the 13F portfolio, value $867,612,000.

    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 18,361,230 shares
    Change vs previous 13F -2,580,844 shares

    2.13% of the 13F portfolio, value $896,395,000.

    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 20,942,074 shares
    Change vs previous 13F +169,250 shares

    2.45% of the 13F portfolio, value $1,027,209,000.

    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 20,772,824 shares
    Change vs previous 13F not available

    2.49% of the 13F portfolio, value $1,044,458,000.

    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).