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Disclosery

Betterment LLC: EFAX position timeline

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

Betterment LLC held 1,474,589 EFAX 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 1,474,589 shares
    Change vs previous 13F +42,910 shares

    0.13% of the 13F portfolio, value $79,805,000.

    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 1,431,679 shares
    Change vs previous 13F -3,874 shares

    0.13% of the 13F portfolio, value $71,255,000.

    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 1,435,553 shares
    Change vs previous 13F +28,650 shares

    0.14% of the 13F portfolio, value $72,452,000.

    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 1,406,903 shares
    Change vs previous 13F +30,476 shares

    0.14% of the 13F portfolio, value $69,374,000.

    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 1,376,427 shares
    Change vs previous 13F -28,953 shares

    0.14% of the 13F portfolio, value $65,188,000.

    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 1,405,380 shares
    Change vs previous 13F -30,408 shares

    0.14% of the 13F portfolio, value $60,375,000.

    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 1,435,788 shares
    Change vs previous 13F +110,113 shares

    0.14% of the 13F portfolio, value $57,159,000.

    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 1,325,675 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $57,985,000.

    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).