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Disclosery

Betterment LLC: ISTB position timeline

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

Betterment LLC held 36,554 ISTB 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 36,554 shares
    Change vs previous 13F +234 shares

    <0.01% of the 13F portfolio, value $1,764,000.

    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 36,320 shares
    Change vs previous 13F -3,576 shares

    <0.01% of the 13F portfolio, value $1,760,000.

    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 39,896 shares
    Change vs previous 13F +371 shares

    <0.01% of the 13F portfolio, value $1,945,000.

    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 39,525 shares
    Change vs previous 13F -397 shares

    <0.01% of the 13F portfolio, value $1,930,000.

    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 39,922 shares
    Change vs previous 13F +2,550 shares

    <0.01% of the 13F portfolio, value $1,942,000.

    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 37,372 shares
    Change vs previous 13F -2,407 shares

    <0.01% of the 13F portfolio, value $1,807,000.

    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 39,779 shares
    Change vs previous 13F +541 shares

    <0.01% of the 13F portfolio, value $1,900,000.

    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 39,238 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,910,000.

    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).