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Disclosery

Betterment LLC: IEFA position timeline

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

Betterment LLC held 8,955,018 IEFA 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 8,955,018 shares
    Change vs previous 13F -307,488 shares

    1.46% of the 13F portfolio, value $864,876,000.

    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 9,262,506 shares
    Change vs previous 13F -346,397 shares

    1.59% of the 13F portfolio, value $838,535,000.

    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 9,608,903 shares
    Change vs previous 13F -258,017 shares

    1.64% of the 13F portfolio, value $859,612,000.

    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 9,866,920 shares
    Change vs previous 13F -261,342 shares

    1.7% of the 13F portfolio, value $861,481,000.

    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 10,128,262 shares
    Change vs previous 13F -544,317 shares

    1.8% of the 13F portfolio, value $845,507,000.

    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 10,672,579 shares
    Change vs previous 13F -693,970 shares

    1.92% of the 13F portfolio, value $807,381,000.

    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 11,366,549 shares
    Change vs previous 13F -6,139 shares

    1.9% of the 13F portfolio, value $798,841,000.

    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 11,372,688 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $887,638,000.

    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).