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Disclosery

Betterment LLC: BSV position timeline

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

Betterment LLC held 663,160 BSV 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 663,160 shares
    Change vs previous 13F +34,852 shares

    0.09% of the 13F portfolio, value $51,667,000.

    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 628,308 shares
    Change vs previous 13F +13,911 shares

    0.09% of the 13F portfolio, value $49,266,000.

    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 614,397 shares
    Change vs previous 13F +14,008 shares

    0.09% of the 13F portfolio, value $48,421,000.

    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 600,389 shares
    Change vs previous 13F +30,133 shares

    0.09% of the 13F portfolio, value $47,377,000.

    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 570,256 shares
    Change vs previous 13F +33,116 shares

    0.1% of the 13F portfolio, value $44,879,000.

    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 537,140 shares
    Change vs previous 13F +15,118 shares

    0.1% of the 13F portfolio, value $42,047,000.

    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 522,022 shares
    Change vs previous 13F +28,454 shares

    0.1% of the 13F portfolio, value $40,337,000.

    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 493,568 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $38,839,000.

    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).