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Disclosery

Betterment LLC: RSBT position timeline

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

Betterment LLC held 26,836 RSBT 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 26,836 shares
    Change vs previous 13F +135 shares

    <0.01% of the 13F portfolio, value $511,000.

    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 26,701 shares
    Change vs previous 13F +2,006 shares

    <0.01% of the 13F portfolio, value $503,000.

    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 24,695 shares
    Change vs previous 13F +597 shares

    <0.01% of the 13F portfolio, value $443,000.

    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 24,098 shares
    Change vs previous 13F +1,391 shares

    <0.01% of the 13F portfolio, value $420,000.

    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 22,707 shares
    Change vs previous 13F +5,493 shares

    <0.01% of the 13F portfolio, value $368,000.

    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 17,214 shares
    Change vs previous 13F +41 shares

    <0.01% of the 13F portfolio, value $292,000.

    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 17,173 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $288,000.

    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).