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Disclosery

Betterment LLC: IWN position timeline

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

Betterment LLC held 646,889 IWN 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 646,889 shares
    Change vs previous 13F -25,630 shares

    0.24% of the 13F portfolio, value $143,092,000.

    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 672,519 shares
    Change vs previous 13F -23,358 shares

    0.24% of the 13F portfolio, value $127,503,000.

    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 695,877 shares
    Change vs previous 13F -22,498 shares

    0.24% of the 13F portfolio, value $126,100,000.

    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 718,375 shares
    Change vs previous 13F -29,908 shares

    0.25% of the 13F portfolio, value $127,016,000.

    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 748,283 shares
    Change vs previous 13F -46,190 shares

    0.25% of the 13F portfolio, value $118,049,000.

    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 794,473 shares
    Change vs previous 13F -34,603 shares

    0.28% of the 13F portfolio, value $119,950,000.

    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 829,076 shares
    Change vs previous 13F -40,655 shares

    0.32% of the 13F portfolio, value $136,109,000.

    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 869,731 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $145,089,000.

    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).