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Disclosery

Betterment LLC: DISV position timeline

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

Betterment LLC held 403,545 DISV 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 403,545 shares
    Change vs previous 13F +27,548 shares

    0.03% of the 13F portfolio, value $16,194,000.

    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 375,997 shares
    Change vs previous 13F +14,309 shares

    0.03% of the 13F portfolio, value $14,829,000.

    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 361,688 shares
    Change vs previous 13F +19,865 shares

    0.03% of the 13F portfolio, value $13,744,000.

    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 341,823 shares
    Change vs previous 13F +26,353 shares

    0.02% of the 13F portfolio, value $12,200,000.

    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 315,470 shares
    Change vs previous 13F +19,647 shares

    0.02% of the 13F portfolio, value $10,382,000.

    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 295,823 shares
    Change vs previous 13F +147,628 shares

    0.02% of the 13F portfolio, value $8,614,000.

    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 148,195 shares
    Change vs previous 13F +54,007 shares

    0.01% of the 13F portfolio, value $3,938,000.

    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 94,188 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,737,000.

    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).