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Disclosery

Betterment LLC: IWY position timeline

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

Betterment LLC held 15,810 IWY 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 15,810 shares
    Change vs previous 13F -4,047 shares

    0.01% of the 13F portfolio, value $4,595,000.

    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 19,857 shares
    Change vs previous 13F -2,004 shares

    0.01% of the 13F portfolio, value $4,941,000.

    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 21,861 shares
    Change vs previous 13F -729 shares

    0.01% of the 13F portfolio, value $6,054,000.

    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 22,590 shares
    Change vs previous 13F -1,070 shares

    0.01% of the 13F portfolio, value $6,182,000.

    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 23,660 shares
    Change vs previous 13F +3,196 shares

    0.01% of the 13F portfolio, value $5,832,000.

    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 20,464 shares
    Change vs previous 13F +1,921 shares

    0.01% of the 13F portfolio, value $4,317,000.

    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 18,543 shares
    Change vs previous 13F +4,796 shares

    0.01% of the 13F portfolio, value $4,363,000.

    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 13,747 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,025,000.

    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).