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Disclosery

Betterment LLC: IVV position timeline

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

Betterment LLC held 144,753 IVV 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 144,753 shares
    Change vs previous 13F -2,031 shares

    0.18% of the 13F portfolio, value $108,404,000.

    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 146,784 shares
    Change vs previous 13F +4,977 shares

    0.18% of the 13F portfolio, value $95,880,000.

    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 141,807 shares
    Change vs previous 13F -3,055 shares

    0.19% of the 13F portfolio, value $97,129,000.

    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 144,862 shares
    Change vs previous 13F -4,828 shares

    0.19% of the 13F portfolio, value $96,956,000.

    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 149,690 shares
    Change vs previous 13F -4,588 shares

    0.2% of the 13F portfolio, value $92,942,000.

    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 154,278 shares
    Change vs previous 13F -4,593 shares

    0.21% of the 13F portfolio, value $86,689,000.

    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 158,871 shares
    Change vs previous 13F -3,801 shares

    0.22% of the 13F portfolio, value $93,524,000.

    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 162,672 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $93,833,000.

    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).