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Disclosery

Betterment LLC: CGMU position timeline

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

Betterment LLC held 31,754 CGMU 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 31,754 shares
    Change vs previous 13F +1,987 shares

    <0.01% of the 13F portfolio, value $872,000.

    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 29,767 shares
    Change vs previous 13F +1,454 shares

    <0.01% of the 13F portfolio, value $808,000.

    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 28,313 shares
    Change vs previous 13F +711 shares

    <0.01% of the 13F portfolio, value $775,000.

    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 27,602 shares
    Change vs previous 13F -26,081 shares

    <0.01% of the 13F portfolio, value $753,000.

    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 53,683 shares
    Change vs previous 13F -60,787 shares

    <0.01% of the 13F portfolio, value $1,433,000.

    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 114,470 shares
    Change vs previous 13F +2,205 shares

    0.01% of the 13F portfolio, value $3,070,000.

    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 112,265 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,022,000.

    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).