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Disclosery

Betterment LLC: SPDW position timeline

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

Betterment LLC held 8,002,796 SPDW 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 8,002,796 shares
    Change vs previous 13F -263,539 shares

    0.68% of the 13F portfolio, value $403,261,000.

    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 8,266,335 shares
    Change vs previous 13F +851,639 shares

    0.71% of the 13F portfolio, value $377,358,000.

    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 7,414,696 shares
    Change vs previous 13F -83,364 shares

    0.63% of the 13F portfolio, value $329,287,000.

    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 7,498,060 shares
    Change vs previous 13F -228,799 shares

    0.63% of the 13F portfolio, value $320,842,000.

    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 7,726,859 shares
    Change vs previous 13F +1,535,351 shares

    0.67% of the 13F portfolio, value $312,861,000.

    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 6,191,508 shares
    Change vs previous 13F -10,134 shares

    0.53% of the 13F portfolio, value $225,433,000.

    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 6,201,642 shares
    Change vs previous 13F +3,199,962 shares

    0.5% of the 13F portfolio, value $211,662,000.

    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 3,001,680 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $112,743,000.

    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).