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Disclosery

Betterment LLC: DFSD position timeline

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

Betterment LLC held 247,116 DFSD 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 247,116 shares
    Change vs previous 13F +16,809 shares

    0.02% of the 13F portfolio, value $11,800,000.

    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 230,307 shares
    Change vs previous 13F +11,824 shares

    0.02% of the 13F portfolio, value $11,027,000.

    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 218,483 shares
    Change vs previous 13F +4,289 shares

    0.02% of the 13F portfolio, value $10,476,000.

    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 214,194 shares
    Change vs previous 13F +2,007 shares

    0.02% of the 13F portfolio, value $10,322,000.

    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 212,187 shares
    Change vs previous 13F -6,532 shares

    0.02% of the 13F portfolio, value $10,187,000.

    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 218,719 shares
    Change vs previous 13F +6,880 shares

    0.02% of the 13F portfolio, value $10,394,000.

    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 211,839 shares
    Change vs previous 13F +7,693 shares

    0.02% of the 13F portfolio, value $9,931,000.

    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 204,146 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $9,746,000.

    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).