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Disclosery

Betterment LLC: SHYG position timeline

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

Betterment LLC held 18,140 SHYG 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 18,140 shares
    Change vs previous 13F -855,143 shares

    <0.01% of the 13F portfolio, value $769,000.

    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 873,283 shares
    Change vs previous 13F +45,546 shares

    0.07% of the 13F portfolio, value $36,949,000.

    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 827,737 shares
    Change vs previous 13F +131,195 shares

    0.07% of the 13F portfolio, value $35,485,000.

    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 696,542 shares
    Change vs previous 13F +104,908 shares

    0.06% of the 13F portfolio, value $30,160,000.

    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 591,634 shares
    Change vs previous 13F +50,246 shares

    0.05% of the 13F portfolio, value $25,523,000.

    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 541,388 shares
    Change vs previous 13F +140,873 shares

    0.05% of the 13F portfolio, value $23,020,000.

    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 400,515 shares
    Change vs previous 13F +57,482 shares

    0.04% of the 13F portfolio, value $17,066,000.

    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 343,033 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $14,894,000.

    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).