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Betterment LLC: HYLB position timeline

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

Betterment LLC held 314,591 HYLB 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 314,591 shares
    Change vs previous 13F +8,647 shares

    0.02% of the 13F portfolio, value $11,489,000.

    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 305,944 shares
    Change vs previous 13F -20,179 shares

    0.02% of the 13F portfolio, value $11,063,000.

    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 326,123 shares
    Change vs previous 13F +28,473 shares

    0.02% of the 13F portfolio, value $12,011,000.

    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 297,650 shares
    Change vs previous 13F +34,463 shares

    0.02% of the 13F portfolio, value $11,046,000.

    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 263,187 shares
    Change vs previous 13F -23,577 shares

    0.02% of the 13F portfolio, value $9,717,000.

    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 286,764 shares
    Change vs previous 13F +4,547 shares

    0.02% of the 13F portfolio, value $10,367,000.

    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 282,217 shares
    Change vs previous 13F +47,724 shares

    0.02% of the 13F portfolio, value $10,182,000.

    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 234,493 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,657,000.

    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).