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Disclosery

Betterment LLC: FENI position timeline

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

Betterment LLC held 32,630 FENI 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 32,630 shares
    Change vs previous 13F +2,430 shares

    <0.01% of the 13F portfolio, value $1,309,000.

    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 30,200 shares
    Change vs previous 13F +3,548 shares

    <0.01% of the 13F portfolio, value $1,123,000.

    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 26,652 shares
    Change vs previous 13F +3,052 shares

    <0.01% of the 13F portfolio, value $975,000.

    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 23,600 shares
    Change vs previous 13F +2,728 shares

    <0.01% of the 13F portfolio, value $833,000.

    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 20,872 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $694,000.

    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).