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Disclosery

Betterment LLC: COWZ position timeline

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

Betterment LLC held 59,791 COWZ 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 59,791 shares
    Change vs previous 13F +5,616 shares

    0.01% of the 13F portfolio, value $3,719,000.

    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 54,175 shares
    Change vs previous 13F +581 shares

    0.01% of the 13F portfolio, value $3,389,000.

    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 53,594 shares
    Change vs previous 13F +775 shares

    0.01% of the 13F portfolio, value $3,225,000.

    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 52,819 shares
    Change vs previous 13F +1,438 shares

    0.01% of the 13F portfolio, value $3,036,000.

    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 51,381 shares
    Change vs previous 13F -1,558 shares

    0.01% of the 13F portfolio, value $2,831,000.

    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 52,939 shares
    Change vs previous 13F +1,140 shares

    0.01% of the 13F portfolio, value $2,899,000.

    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 51,799 shares
    Change vs previous 13F -3,496 shares

    0.01% of the 13F portfolio, value $2,926,000.

    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 55,295 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,198,000.

    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).