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Disclosery

Betterment LLC: ITOT position timeline

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

Betterment LLC held 10,338,360 ITOT 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 10,338,360 shares
    Change vs previous 13F -279,569 shares

    2.87% of the 13F portfolio, value $1,698,282,000.

    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 10,617,929 shares
    Change vs previous 13F -62,926 shares

    2.86% of the 13F portfolio, value $1,512,311,000.

    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 10,680,855 shares
    Change vs previous 13F -258,550 shares

    3.03% of the 13F portfolio, value $1,588,136,000.

    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 10,939,405 shares
    Change vs previous 13F -335,914 shares

    3.15% of the 13F portfolio, value $1,593,324,000.

    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 11,275,319 shares
    Change vs previous 13F -263,508 shares

    3.24% of the 13F portfolio, value $1,522,619,000.

    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 11,538,827 shares
    Change vs previous 13F -262,047 shares

    3.34% of the 13F portfolio, value $1,407,852,000.

    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 11,800,874 shares
    Change vs previous 13F -328,010 shares

    3.62% of the 13F portfolio, value $1,517,828,000.

    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 12,128,884 shares
    Change vs previous 13F not available

    3.64% of the 13F portfolio, value $1,523,630,000.

    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).