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Disclosery

Betterment LLC: NYF position timeline

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

Betterment LLC held 167,573 NYF 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 167,573 shares
    Change vs previous 13F +6,250 shares

    0.02% of the 13F portfolio, value $9,034,000.

    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 161,323 shares
    Change vs previous 13F +5,115 shares

    0.02% of the 13F portfolio, value $8,569,000.

    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 156,208 shares
    Change vs previous 13F +5,507 shares

    0.02% of the 13F portfolio, value $8,359,000.

    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 150,701 shares
    Change vs previous 13F -15,663 shares

    0.02% of the 13F portfolio, value $8,040,000.

    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 166,364 shares
    Change vs previous 13F -2,927 shares

    0.02% of the 13F portfolio, value $8,674,000.

    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 169,291 shares
    Change vs previous 13F -10,035 shares

    0.02% of the 13F portfolio, value $8,913,000.

    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 179,326 shares
    Change vs previous 13F +18,255 shares

    0.02% of the 13F portfolio, value $9,544,000.

    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 161,071 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,751,000.

    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).