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Disclosery

Betterment LLC: SHY position timeline

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

Betterment LLC held 7,630 SHY 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 7,630 shares
    Change vs previous 13F -100,017 shares

    <0.01% of the 13F portfolio, value $626,000.

    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 107,647 shares
    Change vs previous 13F +8,377 shares

    0.02% of the 13F portfolio, value $8,888,000.

    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 99,270 shares
    Change vs previous 13F +15,945 shares

    0.02% of the 13F portfolio, value $8,222,000.

    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 83,325 shares
    Change vs previous 13F +10,451 shares

    0.01% of the 13F portfolio, value $6,913,000.

    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 72,874 shares
    Change vs previous 13F -2,882 shares

    0.01% of the 13F portfolio, value $6,038,000.

    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 75,756 shares
    Change vs previous 13F -160,398 shares

    0.01% of the 13F portfolio, value $6,267,000.

    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 236,154 shares
    Change vs previous 13F +24,615 shares

    0.05% of the 13F portfolio, value $19,360,000.

    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 211,539 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $17,589,000.

    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).