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Disclosery

Betterment LLC: FELC position timeline

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

Betterment LLC held 76,643 FELC 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 76,643 shares
    Change vs previous 13F +4,834 shares

    0.01% of the 13F portfolio, value $3,212,000.

    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 71,809 shares
    Change vs previous 13F +13,002 shares

    <0.01% of the 13F portfolio, value $2,605,000.

    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 58,807 shares
    Change vs previous 13F +6,426 shares

    <0.01% of the 13F portfolio, value $2,245,000.

    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 52,381 shares
    Change vs previous 13F +5,923 shares

    <0.01% of the 13F portfolio, value $1,952,000.

    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 46,458 shares
    Change vs previous 13F +35,963 shares

    <0.01% of the 13F portfolio, value $1,602,000.

    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 10,495 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $327,000.

    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).