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Betterment LLC: IEF position timeline

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

Betterment LLC held 597,634 IEF 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 597,634 shares
    Change vs previous 13F +429,636 shares

    0.1% of the 13F portfolio, value $56,518,000.

    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 167,998 shares
    Change vs previous 13F +16,186 shares

    0.03% of the 13F portfolio, value $16,034,000.

    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 151,812 shares
    Change vs previous 13F +19,047 shares

    0.03% of the 13F portfolio, value $14,598,000.

    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 132,765 shares
    Change vs previous 13F +57,963 shares

    0.03% of the 13F portfolio, value $12,807,000.

    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 74,802 shares
    Change vs previous 13F +1,068 shares

    0.02% of the 13F portfolio, value $7,164,000.

    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 73,734 shares
    Change vs previous 13F +25,904 shares

    0.02% of the 13F portfolio, value $7,032,000.

    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 47,830 shares
    Change vs previous 13F +3,367 shares

    0.01% of the 13F portfolio, value $4,422,000.

    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 44,463 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,363,000.

    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).