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Disclosery

Betterment LLC: SDVY position timeline

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

Betterment LLC held 39,358 SDVY 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 39,358 shares
    Change vs previous 13F +1,997 shares

    <0.01% of the 13F portfolio, value $1,698,000.

    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 37,361 shares
    Change vs previous 13F -10,222 shares

    <0.01% of the 13F portfolio, value $1,473,000.

    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 47,583 shares
    Change vs previous 13F +3,167 shares

    <0.01% of the 13F portfolio, value $1,823,000.

    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 44,416 shares
    Change vs previous 13F +5,522 shares

    <0.01% of the 13F portfolio, value $1,689,000.

    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 38,894 shares
    Change vs previous 13F +13,394 shares

    <0.01% of the 13F portfolio, value $1,372,000.

    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 25,500 shares
    Change vs previous 13F +6,303 shares

    <0.01% of the 13F portfolio, value $854,000.

    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 19,197 shares
    Change vs previous 13F +13,565 shares

    <0.01% of the 13F portfolio, value $688,000.

    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 5,632 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $205,000.

    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).