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Disclosery

Betterment LLC: ICSH position timeline

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

Betterment LLC held 9,576 ICSH 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 9,576 shares
    Change vs previous 13F +772 shares

    <0.01% of the 13F portfolio, value $484,000.

    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 8,804 shares
    Change vs previous 13F +1,837 shares

    <0.01% of the 13F portfolio, value $446,000.

    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 6,967 shares
    Change vs previous 13F -2,056 shares

    <0.01% of the 13F portfolio, value $352,000.

    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 9,023 shares
    Change vs previous 13F +3,290 shares

    <0.01% of the 13F portfolio, value $458,000.

    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 5,733 shares
    Change vs previous 13F -11,331 shares

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

    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 17,064 shares
    Change vs previous 13F +3,334 shares

    <0.01% of the 13F portfolio, value $865,000.

    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 13,730 shares
    Change vs previous 13F -9,466 shares

    <0.01% of the 13F portfolio, value $692,000.

    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 23,196 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,177,000.

    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).