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Disclosery

Betterment LLC: DFAR position timeline

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

Betterment LLC held 405,281 DFAR 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 405,281 shares
    Change vs previous 13F +23,588 shares

    0.02% of the 13F portfolio, value $10,602,000.

    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 381,693 shares
    Change vs previous 13F +27,251 shares

    0.02% of the 13F portfolio, value $9,027,000.

    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 354,442 shares
    Change vs previous 13F +6,337 shares

    0.02% of the 13F portfolio, value $8,117,000.

    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 348,105 shares
    Change vs previous 13F +38,012 shares

    0.02% of the 13F portfolio, value $8,302,000.

    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 310,093 shares
    Change vs previous 13F +41,875 shares

    0.02% of the 13F portfolio, value $7,275,000.

    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 268,218 shares
    Change vs previous 13F +40,865 shares

    0.02% of the 13F portfolio, value $6,376,000.

    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 227,353 shares
    Change vs previous 13F +19,178 shares

    0.01% of the 13F portfolio, value $5,291,000.

    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 208,175 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,338,000.

    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).