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Disclosery

Betterment LLC: IGSB position timeline

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

Betterment LLC held 12,848 IGSB 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 12,848 shares
    Change vs previous 13F -275,732 shares

    <0.01% of the 13F portfolio, value $673,000.

    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 288,580 shares
    Change vs previous 13F +11,309 shares

    0.03% of the 13F portfolio, value $15,168,000.

    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 277,271 shares
    Change vs previous 13F +41,309 shares

    0.03% of the 13F portfolio, value $14,662,000.

    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 235,962 shares
    Change vs previous 13F +66,436 shares

    0.02% of the 13F portfolio, value $12,513,000.

    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 169,526 shares
    Change vs previous 13F +4,958 shares

    0.02% of the 13F portfolio, value $8,944,000.

    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 164,568 shares
    Change vs previous 13F -42,585 shares

    0.02% of the 13F portfolio, value $8,618,000.

    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 207,153 shares
    Change vs previous 13F -2,576 shares

    0.03% of the 13F portfolio, value $10,710,000.

    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 209,729 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $11,044,000.

    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).