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Disclosery

Betterment LLC: SHV position timeline

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

Betterment LLC held 599,791 SHV 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 599,791 shares
    Change vs previous 13F -52,027 shares

    0.11% of the 13F portfolio, value $66,187,000.

    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 651,818 shares
    Change vs previous 13F -54,327 shares

    0.14% of the 13F portfolio, value $71,954,000.

    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 706,145 shares
    Change vs previous 13F -75,692 shares

    0.15% of the 13F portfolio, value $77,782,000.

    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 781,837 shares
    Change vs previous 13F -83,473 shares

    0.17% of the 13F portfolio, value $86,385,000.

    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 865,310 shares
    Change vs previous 13F -253,485 shares

    0.2% of the 13F portfolio, value $95,548,000.

    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 1,118,795 shares
    Change vs previous 13F -184,429 shares

    0.29% of the 13F portfolio, value $123,582,000.

    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 1,303,224 shares
    Change vs previous 13F -95,268 shares

    0.34% of the 13F portfolio, value $143,498,000.

    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 1,398,492 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $154,715,000.

    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).