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Disclosery

Betterment LLC: DFLV position timeline

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

Betterment LLC held 843,473 DFLV 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 843,473 shares
    Change vs previous 13F +32,303 shares

    0.06% of the 13F portfolio, value $33,351,000.

    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 811,170 shares
    Change vs previous 13F +70,492 shares

    0.05% of the 13F portfolio, value $28,967,000.

    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 740,678 shares
    Change vs previous 13F +67,135 shares

    0.05% of the 13F portfolio, value $25,339,000.

    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 673,543 shares
    Change vs previous 13F +69,719 shares

    0.04% of the 13F portfolio, value $22,160,000.

    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 603,824 shares
    Change vs previous 13F +102,515 shares

    0.04% of the 13F portfolio, value $18,731,000.

    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 501,309 shares
    Change vs previous 13F +63,379 shares

    0.04% of the 13F portfolio, value $15,325,000.

    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 437,930 shares
    Change vs previous 13F +74,835 shares

    0.03% of the 13F portfolio, value $13,151,000.

    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 363,095 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,187,000.

    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).