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Disclosery

Betterment LLC: HYG position timeline

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

Betterment LLC held 9,835 HYG 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 9,835 shares
    Change vs previous 13F -7,390 shares

    <0.01% of the 13F portfolio, value $786,000.

    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 17,225 shares
    Change vs previous 13F -1,251 shares

    <0.01% of the 13F portfolio, value $1,370,000.

    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 18,476 shares
    Change vs previous 13F -1,051 shares

    <0.01% of the 13F portfolio, value $1,490,000.

    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 19,527 shares
    Change vs previous 13F -635 shares

    <0.01% of the 13F portfolio, value $1,585,000.

    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 20,162 shares
    Change vs previous 13F +9,604 shares

    <0.01% of the 13F portfolio, value $1,626,000.

    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 10,558 shares
    Change vs previous 13F +792 shares

    <0.01% of the 13F portfolio, value $833,000.

    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 9,766 shares
    Change vs previous 13F +352 shares

    <0.01% of the 13F portfolio, value $768,000.

    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 9,414 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $756,000.

    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).