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Disclosery

Betterment LLC: IVE position timeline

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

Betterment LLC held 342,003 IVE 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 342,003 shares
    Change vs previous 13F -15,476 shares

    0.13% of the 13F portfolio, value $77,655,000.

    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 357,479 shares
    Change vs previous 13F -12,246 shares

    0.14% of the 13F portfolio, value $75,482,000.

    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 369,725 shares
    Change vs previous 13F -8,573 shares

    0.15% of the 13F portfolio, value $78,408,000.

    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 378,298 shares
    Change vs previous 13F -10,533 shares

    0.15% of the 13F portfolio, value $78,122,000.

    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 388,831 shares
    Change vs previous 13F -13,088 shares

    0.16% of the 13F portfolio, value $75,985,000.

    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 401,919 shares
    Change vs previous 13F -14,112 shares

    0.18% of the 13F portfolio, value $76,598,000.

    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 416,031 shares
    Change vs previous 13F -11,407 shares

    0.19% of the 13F portfolio, value $79,412,000.

    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 427,438 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $84,278,000.

    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).