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Disclosery

Betterment LLC: ETHA position timeline

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

Betterment LLC held 596,530 ETHA 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 596,530 shares
    Change vs previous 13F -53,583 shares

    0.01% of the 13F portfolio, value $7,093,000.

    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 650,113 shares
    Change vs previous 13F -241,881 shares

    0.02% of the 13F portfolio, value $10,291,000.

    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 891,994 shares
    Change vs previous 13F +29,589 shares

    0.04% of the 13F portfolio, value $20,007,000.

    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 862,405 shares
    Change vs previous 13F +84,511 shares

    0.05% of the 13F portfolio, value $27,174,000.

    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 777,894 shares
    Change vs previous 13F +88,572 shares

    0.03% of the 13F portfolio, value $14,834,000.

    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 689,322 shares
    Change vs previous 13F +186,636 shares

    0.02% of the 13F portfolio, value $9,526,000.

    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 502,686 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $12,713,000.

    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).