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Disclosery

Betterment LLC: GVAL position timeline

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

Betterment LLC held 68,616 GVAL 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 68,616 shares
    Change vs previous 13F -1,872 shares

    <0.01% of the 13F portfolio, value $2,472,000.

    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 70,488 shares
    Change vs previous 13F -6,566 shares

    <0.01% of the 13F portfolio, value $2,338,000.

    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 77,054 shares
    Change vs previous 13F -2,136 shares

    <0.01% of the 13F portfolio, value $2,425,000.

    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 79,190 shares
    Change vs previous 13F -2,037 shares

    <0.01% of the 13F portfolio, value $2,315,000.

    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 81,227 shares
    Change vs previous 13F -14,304 shares

    <0.01% of the 13F portfolio, value $2,212,000.

    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 95,531 shares
    Change vs previous 13F -4,103 shares

    0.01% of the 13F portfolio, value $2,364,000.

    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 99,634 shares
    Change vs previous 13F +644 shares

    <0.01% of the 13F portfolio, value $2,078,000.

    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 98,990 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,226,000.

    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).