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Disclosery

Betterment LLC: DFGP position timeline

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

Betterment LLC held 170,324 DFGP 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 170,324 shares
    Change vs previous 13F +14,113 shares

    0.02% of the 13F portfolio, value $9,276,000.

    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 156,211 shares
    Change vs previous 13F +14,344 shares

    0.02% of the 13F portfolio, value $8,434,000.

    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 141,867 shares
    Change vs previous 13F +18,619 shares

    0.01% of the 13F portfolio, value $7,671,000.

    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 123,248 shares
    Change vs previous 13F +18,221 shares

    0.01% of the 13F portfolio, value $6,849,000.

    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 105,027 shares
    Change vs previous 13F +31,426 shares

    0.01% of the 13F portfolio, value $5,723,000.

    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 73,601 shares
    Change vs previous 13F +37,209 shares

    0.01% of the 13F portfolio, value $3,933,000.

    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 36,392 shares
    Change vs previous 13F +24,532 shares

    <0.01% of the 13F portfolio, value $1,923,000.

    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 11,860 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $653,000.

    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).