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Disclosery

Betterment LLC: IWP position timeline

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

Betterment LLC held 16,952 IWP 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 16,952 shares
    Change vs previous 13F +1,477 shares

    <0.01% of the 13F portfolio, value $2,482,000.

    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 15,475 shares
    Change vs previous 13F +3,967 shares

    <0.01% of the 13F portfolio, value $1,983,000.

    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 11,508 shares
    Change vs previous 13F +3,465 shares

    <0.01% of the 13F portfolio, value $1,576,000.

    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 8,043 shares
    Change vs previous 13F -1,268 shares

    <0.01% of the 13F portfolio, value $1,145,000.

    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 9,311 shares
    Change vs previous 13F +1,971 shares

    <0.01% of the 13F portfolio, value $1,291,000.

    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 7,340 shares
    Change vs previous 13F +2,162 shares

    <0.01% of the 13F portfolio, value $862,000.

    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 5,178 shares
    Change vs previous 13F +48 shares

    <0.01% of the 13F portfolio, value $656,000.

    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 5,130 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $602,000.

    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).