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Disclosery

Betterment LLC: DUSB position timeline

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

Betterment LLC held 109,524 DUSB 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 109,524 shares
    Change vs previous 13F +6,411 shares

    0.01% of the 13F portfolio, value $5,562,000.

    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 103,113 shares
    Change vs previous 13F +10,128 shares

    0.01% of the 13F portfolio, value $5,229,000.

    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 92,985 shares
    Change vs previous 13F +17,947 shares

    0.01% of the 13F portfolio, value $4,710,000.

    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 75,038 shares
    Change vs previous 13F +39,277 shares

    0.01% of the 13F portfolio, value $3,810,000.

    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 35,761 shares
    Change vs previous 13F +8,221 shares

    <0.01% of the 13F portfolio, value $1,815,000.

    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 27,540 shares
    Change vs previous 13F +1,957 shares

    <0.01% of the 13F portfolio, value $1,397,000.

    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 25,583 shares
    Change vs previous 13F +8,872 shares

    <0.01% of the 13F portfolio, value $1,294,000.

    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 16,711 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $848,000.

    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).