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Disclosery

Betterment LLC: GUMI position timeline

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

Betterment LLC held 117,242 GUMI 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 117,242 shares
    Change vs previous 13F +32,475 shares

    0.01% of the 13F portfolio, value $5,911,000.

    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 84,767 shares
    Change vs previous 13F +38,077 shares

    0.01% of the 13F portfolio, value $4,274,000.

    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 46,690 shares
    Change vs previous 13F +12,736 shares

    <0.01% of the 13F portfolio, value $2,348,000.

    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 33,954 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,711,000.

    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).