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Disclosery

Betterment LLC: MUB position timeline

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

Betterment LLC held 21,039,515 MUB 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 21,039,515 shares
    Change vs previous 13F +1,455,783 shares

    3.83% of the 13F portfolio, value $2,264,273,000.

    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 19,583,732 shares
    Change vs previous 13F +593,514 shares

    3.94% of the 13F portfolio, value $2,078,813,000.

    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 18,990,218 shares
    Change vs previous 13F +1,646,689 shares

    3.88% of the 13F portfolio, value $2,034,042,000.

    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 17,343,529 shares
    Change vs previous 13F -1,240,704 shares

    3.65% of the 13F portfolio, value $1,846,912,000.

    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 18,584,233 shares
    Change vs previous 13F +175,531 shares

    4.13% of the 13F portfolio, value $1,941,681,000.

    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 18,408,702 shares
    Change vs previous 13F +150,443 shares

    4.6% of the 13F portfolio, value $1,941,014,000.

    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 18,258,259 shares
    Change vs previous 13F +1,371,663 shares

    4.64% of the 13F portfolio, value $1,945,417,000.

    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 16,886,596 shares
    Change vs previous 13F not available

    4.38% of the 13F portfolio, value $1,834,391,000.

    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).