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Disclosery

Betterment LLC: CGSM position timeline

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

Betterment LLC held 89,992 CGSM 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 89,992 shares
    Change vs previous 13F +7,675 shares

    <0.01% of the 13F portfolio, value $2,375,000.

    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 82,317 shares
    Change vs previous 13F -11,688 shares

    <0.01% of the 13F portfolio, value $2,163,000.

    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 94,005 shares
    Change vs previous 13F +1,288 shares

    <0.01% of the 13F portfolio, value $2,476,000.

    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 92,717 shares
    Change vs previous 13F -25,845 shares

    <0.01% of the 13F portfolio, value $2,444,000.

    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 118,562 shares
    Change vs previous 13F -116,881 shares

    0.01% of the 13F portfolio, value $3,092,000.

    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 235,443 shares
    Change vs previous 13F +4,583 shares

    0.01% of the 13F portfolio, value $6,124,000.

    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 230,860 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,995,000.

    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).