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Disclosery

Betterment LLC: IJJ position timeline

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

Betterment LLC held 34,192 IJJ 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 34,192 shares
    Change vs previous 13F -3,749 shares

    0.01% of the 13F portfolio, value $5,051,000.

    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 37,941 shares
    Change vs previous 13F -3,357 shares

    0.01% of the 13F portfolio, value $5,027,000.

    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 41,298 shares
    Change vs previous 13F -501 shares

    0.01% of the 13F portfolio, value $5,434,000.

    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 41,799 shares
    Change vs previous 13F -2,509 shares

    0.01% of the 13F portfolio, value $5,422,000.

    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 44,308 shares
    Change vs previous 13F +17,996 shares

    0.01% of the 13F portfolio, value $5,476,000.

    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 26,312 shares
    Change vs previous 13F +1,456 shares

    0.01% of the 13F portfolio, value $3,150,000.

    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 24,856 shares
    Change vs previous 13F +1,038 shares

    0.01% of the 13F portfolio, value $3,106,000.

    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 23,818 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,944,000.

    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).