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Disclosery

Betterment LLC: IDMO position timeline

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

Betterment LLC held 31,775 IDMO 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 31,775 shares
    Change vs previous 13F +5,226 shares

    <0.01% of the 13F portfolio, value $1,916,000.

    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 26,549 shares
    Change vs previous 13F -2,161 shares

    <0.01% of the 13F portfolio, value $1,456,000.

    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 28,710 shares
    Change vs previous 13F +8,989 shares

    <0.01% of the 13F portfolio, value $1,595,000.

    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 19,721 shares
    Change vs previous 13F +363 shares

    <0.01% of the 13F portfolio, value $1,065,000.

    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 19,358 shares
    Change vs previous 13F +8,175 shares

    <0.01% of the 13F portfolio, value $992,000.

    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 11,183 shares
    Change vs previous 13F -4,760 shares

    <0.01% of the 13F portfolio, value $494,000.

    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 15,943 shares
    Change vs previous 13F +1,093 shares

    <0.01% of the 13F portfolio, value $648,000.

    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 14,850 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $625,000.

    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).