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Disclosery

Betterment LLC: PSK position timeline

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

Betterment LLC held 23,647 PSK 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 23,647 shares
    Change vs previous 13F -1,137 shares

    <0.01% of the 13F portfolio, value $722,000.

    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 24,784 shares
    Change vs previous 13F +5 shares

    <0.01% of the 13F portfolio, value $764,000.

    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 24,779 shares
    Change vs previous 13F -4 shares

    <0.01% of the 13F portfolio, value $785,000.

    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 24,783 shares
    Change vs previous 13F +44 shares

    <0.01% of the 13F portfolio, value $820,000.

    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 24,739 shares
    Change vs previous 13F +773 shares

    <0.01% of the 13F portfolio, value $786,000.

    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 23,966 shares
    Change vs previous 13F +117 shares

    <0.01% of the 13F portfolio, value $776,000.

    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 23,849 shares
    Change vs previous 13F 0 shares

    <0.01% of the 13F portfolio, value $787,000.

    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 23,849 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $850,000.

    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).