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Disclosery

Betterment LLC: GEM position timeline

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

Betterment LLC held 2,024,982 GEM 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 2,024,982 shares
    Change vs previous 13F -46,855 shares

    0.18% of the 13F portfolio, value $105,299,000.

    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 2,071,837 shares
    Change vs previous 13F -103,295 shares

    0.17% of the 13F portfolio, value $89,503,000.

    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 2,175,132 shares
    Change vs previous 13F +459 shares

    0.17% of the 13F portfolio, value $90,529,000.

    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 2,174,673 shares
    Change vs previous 13F +75,819 shares

    0.18% of the 13F portfolio, value $88,574,000.

    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 2,098,854 shares
    Change vs previous 13F +338,086 shares

    0.17% of the 13F portfolio, value $78,098,000.

    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 1,760,768 shares
    Change vs previous 13F +16,434 shares

    0.14% of the 13F portfolio, value $58,422,000.

    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 1,744,334 shares
    Change vs previous 13F +84,046 shares

    0.13% of the 13F portfolio, value $55,679,000.

    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 1,660,288 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $58,293,000.

    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).