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Disclosery

Betterment LLC: MOAT position timeline

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

Betterment LLC held 53,446 MOAT 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 53,446 shares
    Change vs previous 13F +2,023 shares

    0.01% of the 13F portfolio, value $5,556,000.

    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 51,423 shares
    Change vs previous 13F +3,432 shares

    0.01% of the 13F portfolio, value $4,973,000.

    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 47,991 shares
    Change vs previous 13F +8,037 shares

    0.01% of the 13F portfolio, value $4,970,000.

    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 39,954 shares
    Change vs previous 13F -2,251 shares

    0.01% of the 13F portfolio, value $3,960,000.

    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 42,205 shares
    Change vs previous 13F -35,877 shares

    0.01% of the 13F portfolio, value $3,958,000.

    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 78,082 shares
    Change vs previous 13F +2,460 shares

    0.02% of the 13F portfolio, value $6,871,000.

    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 75,622 shares
    Change vs previous 13F +2,348 shares

    0.02% of the 13F portfolio, value $7,012,000.

    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 73,274 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,104,000.

    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).