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Disclosery

Betterment LLC: FWD position timeline

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

Betterment LLC held 580,084 FWD 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 580,084 shares
    Change vs previous 13F +3,358 shares

    0.15% of the 13F portfolio, value $85,922,000.

    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 576,726 shares
    Change vs previous 13F +35,967 shares

    0.12% of the 13F portfolio, value $62,609,000.

    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 540,759 shares
    Change vs previous 13F +36,456 shares

    0.11% of the 13F portfolio, value $56,461,000.

    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 504,303 shares
    Change vs previous 13F +63,313 shares

    0.1% of the 13F portfolio, value $51,030,000.

    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 440,990 shares
    Change vs previous 13F +252,439 shares

    0.08% of the 13F portfolio, value $39,566,000.

    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 188,551 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $13,276,000.

    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).