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Disclosery

Betterment LLC: IWS position timeline

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

Betterment LLC held 1,386,524 IWS 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 1,386,524 shares
    Change vs previous 13F -92,283 shares

    0.39% of the 13F portfolio, value $228,222,000.

    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 1,478,807 shares
    Change vs previous 13F -71,749 shares

    0.41% of the 13F portfolio, value $215,521,000.

    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 1,550,556 shares
    Change vs previous 13F -44,207 shares

    0.42% of the 13F portfolio, value $218,706,000.

    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 1,594,763 shares
    Change vs previous 13F -44,847 shares

    0.44% of the 13F portfolio, value $222,741,000.

    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 1,639,610 shares
    Change vs previous 13F -71,250 shares

    0.46% of the 13F portfolio, value $216,658,000.

    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 1,710,860 shares
    Change vs previous 13F -84,345 shares

    0.51% of the 13F portfolio, value $215,517,000.

    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 1,795,205 shares
    Change vs previous 13F -60,106 shares

    0.55% of the 13F portfolio, value $232,192,000.

    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 1,855,311 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $245,365,000.

    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).