Skip to content
Disclosery

Betterment LLC: IUSB position timeline

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

Betterment LLC held 244,719 IUSB 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 244,719 shares
    Change vs previous 13F +36,277 shares

    0.02% of the 13F portfolio, value $11,294,000.

    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 208,442 shares
    Change vs previous 13F +36,692 shares

    0.02% of the 13F portfolio, value $9,628,000.

    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 171,750 shares
    Change vs previous 13F +65,759 shares

    0.02% of the 13F portfolio, value $7,993,000.

    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 105,991 shares
    Change vs previous 13F +69,562 shares

    0.01% of the 13F portfolio, value $4,951,000.

    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 36,429 shares
    Change vs previous 13F -655 shares

    <0.01% of the 13F portfolio, value $1,684,000.

    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 37,084 shares
    Change vs previous 13F +914 shares

    <0.01% of the 13F portfolio, value $1,709,000.

    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 36,170 shares
    Change vs previous 13F +7,200 shares

    <0.01% of the 13F portfolio, value $1,635,000.

    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 28,970 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,365,000.

    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).