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Disclosery

Betterment LLC: FIXD position timeline

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

Betterment LLC held 60,929 FIXD 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 60,929 shares
    Change vs previous 13F -8,941 shares

    <0.01% of the 13F portfolio, value $2,657,000.

    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 69,870 shares
    Change vs previous 13F -1,767 shares

    0.01% of the 13F portfolio, value $3,046,000.

    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 71,637 shares
    Change vs previous 13F +3,749 shares

    0.01% of the 13F portfolio, value $3,175,000.

    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 67,888 shares
    Change vs previous 13F -6,544 shares

    0.01% of the 13F portfolio, value $3,016,000.

    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 74,432 shares
    Change vs previous 13F +2,468 shares

    0.01% of the 13F portfolio, value $3,267,000.

    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 71,964 shares
    Change vs previous 13F -18,535 shares

    0.01% of the 13F portfolio, value $3,155,000.

    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 90,499 shares
    Change vs previous 13F +14,848 shares

    0.01% of the 13F portfolio, value $3,889,000.

    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 75,651 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,422,000.

    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).