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Disclosery

Betterment LLC: CFIT position timeline

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

Betterment LLC held 58,617 CFIT 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 58,617 shares
    Change vs previous 13F +325 shares

    <0.01% of the 13F portfolio, value $1,529,000.

    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 58,292 shares
    Change vs previous 13F -133 shares

    <0.01% of the 13F portfolio, value $1,446,000.

    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 58,425 shares
    Change vs previous 13F +1,274 shares

    <0.01% of the 13F portfolio, value $1,469,000.

    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 57,151 shares
    Change vs previous 13F +9,177 shares

    <0.01% of the 13F portfolio, value $1,434,000.

    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 47,974 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,186,000.

    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).