Skip to content
Disclosery

Betterment LLC: IBDS position timeline

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

Betterment LLC held 14,214 IBDS 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 14,214 shares
    Change vs previous 13F +1,761 shares

    <0.01% of the 13F portfolio, value $344,000.

    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 12,453 shares
    Change vs previous 13F +2,249 shares

    <0.01% of the 13F portfolio, value $302,000.

    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 10,204 shares
    Change vs previous 13F +1,758 shares

    <0.01% of the 13F portfolio, value $248,000.

    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 8,446 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $206,000.

    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).