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Disclosery

Betterment LLC: IEI position timeline

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

Betterment LLC held 14,398 IEI 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 14,398 shares
    Change vs previous 13F -6,192 shares

    <0.01% of the 13F portfolio, value $1,691,000.

    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 20,590 shares
    Change vs previous 13F +1,485 shares

    <0.01% of the 13F portfolio, value $2,442,000.

    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 19,105 shares
    Change vs previous 13F +1,358 shares

    <0.01% of the 13F portfolio, value $2,280,000.

    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 17,747 shares
    Change vs previous 13F +10,246 shares

    <0.01% of the 13F portfolio, value $2,121,000.

    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 7,501 shares
    Change vs previous 13F -964 shares

    <0.01% of the 13F portfolio, value $893,000.

    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 8,465 shares
    Change vs previous 13F +211 shares

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

    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 8,254 shares
    Change vs previous 13F +664 shares

    <0.01% of the 13F portfolio, value $954,000.

    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 7,590 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $908,000.

    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).