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Disclosery

Betterment LLC: CRBN position timeline

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

Betterment LLC held 1,306,320 CRBN 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 1,306,320 shares
    Change vs previous 13F +4,884 shares

    0.56% of the 13F portfolio, value $330,460,000.

    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 1,301,436 shares
    Change vs previous 13F -2,300 shares

    0.55% of the 13F portfolio, value $289,973,000.

    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 1,303,736 shares
    Change vs previous 13F +11,492 shares

    0.57% of the 13F portfolio, value $300,550,000.

    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 1,292,244 shares
    Change vs previous 13F +6,595 shares

    0.58% of the 13F portfolio, value $293,171,000.

    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 1,285,649 shares
    Change vs previous 13F -12,163 shares

    0.58% of the 13F portfolio, value $272,326,000.

    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 1,297,812 shares
    Change vs previous 13F -1,259 shares

    0.59% of the 13F portfolio, value $248,116,000.

    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 1,299,071 shares
    Change vs previous 13F +9,067 shares

    0.6% of the 13F portfolio, value $251,487,000.

    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 1,290,004 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $253,009,000.

    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).