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Disclosery

Betterment LLC: SHM position timeline

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

Betterment LLC held 291,079 SHM 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 291,079 shares
    Change vs previous 13F -15,254 shares

    0.02% of the 13F portfolio, value $13,963,000.

    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 306,333 shares
    Change vs previous 13F -18,841 shares

    0.03% of the 13F portfolio, value $14,652,000.

    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 325,174 shares
    Change vs previous 13F -12,978 shares

    0.03% of the 13F portfolio, value $15,605,000.

    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 338,152 shares
    Change vs previous 13F -13,749 shares

    0.03% of the 13F portfolio, value $16,306,000.

    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 351,901 shares
    Change vs previous 13F -150,881 shares

    0.04% of the 13F portfolio, value $16,831,000.

    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 502,782 shares
    Change vs previous 13F -75,037 shares

    0.06% of the 13F portfolio, value $23,932,000.

    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 577,819 shares
    Change vs previous 13F -325,520 shares

    0.07% of the 13F portfolio, value $27,383,000.

    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 903,339 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $43,487,000.

    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).