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Disclosery

Betterment LLC: SGOV position timeline

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

Betterment LLC held 325,467 SGOV 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 325,467 shares
    Change vs previous 13F +121,353 shares

    0.06% of the 13F portfolio, value $32,765,000.

    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 204,114 shares
    Change vs previous 13F +51,030 shares

    0.04% of the 13F portfolio, value $20,546,000.

    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 153,084 shares
    Change vs previous 13F +62,784 shares

    0.03% of the 13F portfolio, value $15,367,000.

    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 90,300 shares
    Change vs previous 13F +59,623 shares

    0.02% of the 13F portfolio, value $9,093,000.

    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 30,677 shares
    Change vs previous 13F -1,670 shares

    0.01% of the 13F portfolio, value $3,089,000.

    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 32,347 shares
    Change vs previous 13F +6,301 shares

    0.01% of the 13F portfolio, value $3,256,000.

    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 26,046 shares
    Change vs previous 13F +227 shares

    0.01% of the 13F portfolio, value $2,613,000.

    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 25,819 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,600,000.

    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).