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Disclosery

Betterment LLC: CGMS position timeline

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

Betterment LLC held 208,266 CGMS 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 208,266 shares
    Change vs previous 13F +51,926 shares

    0.01% of the 13F portfolio, value $5,692,000.

    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 156,340 shares
    Change vs previous 13F -159,407 shares

    0.01% of the 13F portfolio, value $4,257,000.

    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 315,747 shares
    Change vs previous 13F +9,409 shares

    0.02% of the 13F portfolio, value $8,721,000.

    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 306,338 shares
    Change vs previous 13F -14,075 shares

    0.02% of the 13F portfolio, value $8,501,000.

    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 320,413 shares
    Change vs previous 13F +3,353 shares

    0.02% of the 13F portfolio, value $8,850,000.

    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 317,060 shares
    Change vs previous 13F +19,603 shares

    0.02% of the 13F portfolio, value $8,656,000.

    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 297,457 shares
    Change vs previous 13F +218,128 shares

    0.02% of the 13F portfolio, value $8,115,000.

    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 79,329 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,209,000.

    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).