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Disclosery

Betterment LLC: IJH position timeline

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

Betterment LLC held 74,404 IJH 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 74,404 shares
    Change vs previous 13F +2,382 shares

    0.01% of the 13F portfolio, value $5,737,000.

    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 72,022 shares
    Change vs previous 13F +15,034 shares

    0.01% of the 13F portfolio, value $4,864,000.

    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 56,988 shares
    Change vs previous 13F +4,102 shares

    0.01% of the 13F portfolio, value $3,761,000.

    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 52,886 shares
    Change vs previous 13F +4,555 shares

    0.01% of the 13F portfolio, value $3,451,000.

    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 48,331 shares
    Change vs previous 13F +1,719 shares

    0.01% of the 13F portfolio, value $2,997,000.

    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 46,612 shares
    Change vs previous 13F +1,294 shares

    0.01% of the 13F portfolio, value $2,720,000.

    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 45,318 shares
    Change vs previous 13F +5,340 shares

    0.01% of the 13F portfolio, value $2,824,000.

    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 39,978 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,491,000.

    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).