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Disclosery

Betterment LLC: DFIP position timeline

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

Betterment LLC held 6,173 DFIP 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 6,173 shares
    Change vs previous 13F -110 shares

    <0.01% of the 13F portfolio, value $255,000.

    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 6,283 shares
    Change vs previous 13F +699 shares

    <0.01% of the 13F portfolio, value $262,000.

    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 5,584 shares
    Change vs previous 13F -104 shares

    <0.01% of the 13F portfolio, value $232,000.

    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 5,688 shares
    Change vs previous 13F -2,284 shares

    <0.01% of the 13F portfolio, value $240,000.

    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 7,972 shares
    Change vs previous 13F -593 shares

    <0.01% of the 13F portfolio, value $333,000.

    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 8,565 shares
    Change vs previous 13F +1,423 shares

    <0.01% of the 13F portfolio, value $361,000.

    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 7,142 shares
    Change vs previous 13F +1,592 shares

    <0.01% of the 13F portfolio, value $289,000.

    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 5,550 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $235,000.

    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).