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Disclosery

Betterment LLC: DFNM position timeline

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

Betterment LLC held 33,526 DFNM 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 33,526 shares
    Change vs previous 13F +5,883 shares

    <0.01% of the 13F portfolio, value $1,621,000.

    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 27,643 shares
    Change vs previous 13F +1,058 shares

    <0.01% of the 13F portfolio, value $1,325,000.

    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 26,585 shares
    Change vs previous 13F -1,630 shares

    <0.01% of the 13F portfolio, value $1,281,000.

    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 28,215 shares
    Change vs previous 13F +5,822 shares

    <0.01% of the 13F portfolio, value $1,354,000.

    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 22,393 shares
    Change vs previous 13F +10,693 shares

    <0.01% of the 13F portfolio, value $1,062,000.

    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 11,700 shares
    Change vs previous 13F +2,033 shares

    <0.01% of the 13F portfolio, value $557,000.

    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 9,667 shares
    Change vs previous 13F +632 shares

    <0.01% of the 13F portfolio, value $462,000.

    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 9,035 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $439,000.

    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).