Skip to content
Disclosery

Betterment LLC: HODL position timeline

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

Betterment LLC held 17,535 HODL 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 17,535 shares
    Change vs previous 13F +92 shares

    <0.01% of the 13F portfolio, value $291,000.

    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 17,443 shares
    Change vs previous 13F +812 shares

    <0.01% of the 13F portfolio, value $334,000.

    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 16,631 shares
    Change vs previous 13F +352 shares

    <0.01% of the 13F portfolio, value $411,000.

    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 16,279 shares
    Change vs previous 13F -113 shares

    <0.01% of the 13F portfolio, value $527,000.

    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 16,392 shares
    Change vs previous 13F +36 shares

    <0.01% of the 13F portfolio, value $499,000.

    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 16,356 shares
    Change vs previous 13F +12,281 shares

    <0.01% of the 13F portfolio, value $381,000.

    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 4,075 shares
    Change vs previous 13F +11 shares

    <0.01% of the 13F portfolio, value $431,000.

    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 4,064 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $292,000.

    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).