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Disclosery

Betterment LLC: DFIV position timeline

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

Betterment LLC held 99,071 DFIV 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 99,071 shares
    Change vs previous 13F +3,004 shares

    0.01% of the 13F portfolio, value $5,352,000.

    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 96,067 shares
    Change vs previous 13F -1,453 shares

    0.01% of the 13F portfolio, value $5,070,000.

    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 97,520 shares
    Change vs previous 13F -8,446 shares

    0.01% of the 13F portfolio, value $4,866,000.

    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 105,966 shares
    Change vs previous 13F -2,410 shares

    0.01% of the 13F portfolio, value $4,887,000.

    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 108,376 shares
    Change vs previous 13F +4,363 shares

    0.01% of the 13F portfolio, value $4,642,000.

    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 104,013 shares
    Change vs previous 13F -8,191 shares

    0.01% of the 13F portfolio, value $4,094,000.

    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 112,204 shares
    Change vs previous 13F +5,650 shares

    0.01% of the 13F portfolio, value $3,981,000.

    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 106,554 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,058,000.

    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).