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Disclosery

Betterment LLC: FLOT position timeline

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

Betterment LLC held 59,553 FLOT 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 59,553 shares
    Change vs previous 13F -82,062 shares

    0.01% of the 13F portfolio, value $3,040,000.

    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 141,615 shares
    Change vs previous 13F +2,793 shares

    0.01% of the 13F portfolio, value $7,215,000.

    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 138,822 shares
    Change vs previous 13F -70,798 shares

    0.01% of the 13F portfolio, value $7,060,000.

    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 209,620 shares
    Change vs previous 13F -22,234 shares

    0.02% of the 13F portfolio, value $10,709,000.

    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 231,854 shares
    Change vs previous 13F -13,252 shares

    0.03% of the 13F portfolio, value $11,829,000.

    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 245,106 shares
    Change vs previous 13F +29,686 shares

    0.03% of the 13F portfolio, value $12,513,000.

    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 215,420 shares
    Change vs previous 13F -41,414 shares

    0.03% of the 13F portfolio, value $10,961,000.

    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 256,834 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $13,109,000.

    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).