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Disclosery

Betterment LLC: IBIT position timeline

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

Betterment LLC held 1,069,608 IBIT 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 1,069,608 shares
    Change vs previous 13F -70,978 shares

    0.06% of the 13F portfolio, value $35,607,000.

    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 1,140,586 shares
    Change vs previous 13F -54,403 shares

    0.08% of the 13F portfolio, value $43,821,000.

    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 1,194,989 shares
    Change vs previous 13F +109,430 shares

    0.11% of the 13F portfolio, value $59,331,000.

    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 1,085,559 shares
    Change vs previous 13F +202,418 shares

    0.14% of the 13F portfolio, value $70,561,000.

    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 883,141 shares
    Change vs previous 13F +12,799 shares

    0.12% of the 13F portfolio, value $54,057,000.

    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 870,342 shares
    Change vs previous 13F +102,070 shares

    0.1% of the 13F portfolio, value $40,741,000.

    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 768,272 shares
    Change vs previous 13F +732,774 shares

    0.1% of the 13F portfolio, value $40,757,000.

    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 35,498 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,283,000.

    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).