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Disclosery

Betterment LLC: CVSB position timeline

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

Betterment LLC held 33,537 CVSB 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 33,537 shares
    Change vs previous 13F +859 shares

    <0.01% of the 13F portfolio, value $1,698,000.

    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 32,678 shares
    Change vs previous 13F +1,793 shares

    <0.01% of the 13F portfolio, value $1,654,000.

    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 30,885 shares
    Change vs previous 13F +4,464 shares

    <0.01% of the 13F portfolio, value $1,567,000.

    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 26,421 shares
    Change vs previous 13F +6,187 shares

    <0.01% of the 13F portfolio, value $1,340,000.

    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 20,234 shares
    Change vs previous 13F +15,813 shares

    <0.01% of the 13F portfolio, value $1,025,000.

    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 4,421 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $224,000.

    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).