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Disclosery

Betterment LLC: SPEM position timeline

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

Betterment LLC held 2,099,840 SPEM 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 2,099,840 shares
    Change vs previous 13F -48,893 shares

    0.18% of the 13F portfolio, value $108,730,000.

    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 2,148,733 shares
    Change vs previous 13F +382,376 shares

    0.19% of the 13F portfolio, value $100,797,000.

    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 1,766,357 shares
    Change vs previous 13F +5,634 shares

    0.16% of the 13F portfolio, value $82,683,000.

    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 1,760,723 shares
    Change vs previous 13F -63,666 shares

    0.16% of the 13F portfolio, value $82,419,000.

    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 1,824,389 shares
    Change vs previous 13F +1,011,871 shares

    0.17% of the 13F portfolio, value $77,974,000.

    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 812,518 shares
    Change vs previous 13F +77,643 shares

    0.08% of the 13F portfolio, value $31,989,000.

    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 734,875 shares
    Change vs previous 13F +149,422 shares

    0.07% of the 13F portfolio, value $28,197,000.

    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 585,453 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $24,167,000.

    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).