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Disclosery

Betterment LLC: MBB position timeline

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

Betterment LLC held 60,424 MBB 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 60,424 shares
    Change vs previous 13F -903 shares

    0.01% of the 13F portfolio, value $5,711,000.

    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 61,327 shares
    Change vs previous 13F +4,245 shares

    0.01% of the 13F portfolio, value $5,823,000.

    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 57,082 shares
    Change vs previous 13F +1,043 shares

    0.01% of the 13F portfolio, value $5,435,000.

    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 56,039 shares
    Change vs previous 13F -978 shares

    0.01% of the 13F portfolio, value $5,332,000.

    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 57,017 shares
    Change vs previous 13F +10,658 shares

    0.01% of the 13F portfolio, value $5,353,000.

    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 46,359 shares
    Change vs previous 13F -43,341 shares

    0.01% of the 13F portfolio, value $4,348,000.

    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 89,700 shares
    Change vs previous 13F +4,686 shares

    0.02% of the 13F portfolio, value $8,224,000.

    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 85,014 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,145,000.

    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).