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Disclosery

Betterment LLC: CWI position timeline

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

Betterment LLC held 11,279 CWI 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 11,279 shares
    Change vs previous 13F -897 shares

    <0.01% of the 13F portfolio, value $459,000.

    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 12,176 shares
    Change vs previous 13F -8,937 shares

    <0.01% of the 13F portfolio, value $446,000.

    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 21,113 shares
    Change vs previous 13F +1,936 shares

    <0.01% of the 13F portfolio, value $758,000.

    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 19,177 shares
    Change vs previous 13F +4,874 shares

    <0.01% of the 13F portfolio, value $670,000.

    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 14,303 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $467,000.

    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).