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Disclosery

Betterment LLC: EPS position timeline

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

Betterment LLC held 44,201 EPS 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 44,201 shares
    Change vs previous 13F -2,260 shares

    0.01% of the 13F portfolio, value $3,438,000.

    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 46,461 shares
    Change vs previous 13F -1,765 shares

    0.01% of the 13F portfolio, value $3,164,000.

    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 48,226 shares
    Change vs previous 13F -3,004 shares

    0.01% of the 13F portfolio, value $3,417,000.

    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 51,230 shares
    Change vs previous 13F -1,545 shares

    0.01% of the 13F portfolio, value $3,532,000.

    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 52,775 shares
    Change vs previous 13F +1,632 shares

    0.01% of the 13F portfolio, value $3,378,000.

    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 51,143 shares
    Change vs previous 13F +2,220 shares

    0.01% of the 13F portfolio, value $3,032,000.

    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 48,923 shares
    Change vs previous 13F -4,724 shares

    0.01% of the 13F portfolio, value $2,993,000.

    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 53,647 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,221,000.

    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).