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Disclosery

Betterment LLC: SPMD position timeline

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

Betterment LLC held 18,865,773 SPMD 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 18,865,773 shares
    Change vs previous 13F -1,333,524 shares

    2.16% of the 13F portfolio, value $1,274,572,000.

    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 20,199,297 shares
    Change vs previous 13F -951,864 shares

    2.27% of the 13F portfolio, value $1,196,202,000.

    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 21,151,161 shares
    Change vs previous 13F +1,024,884 shares

    2.33% of the 13F portfolio, value $1,224,864,000.

    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 20,126,277 shares
    Change vs previous 13F +970,630 shares

    2.27% of the 13F portfolio, value $1,151,022,000.

    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 19,155,647 shares
    Change vs previous 13F +1,271,524 shares

    2.22% of the 13F portfolio, value $1,041,684,000.

    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 17,884,123 shares
    Change vs previous 13F -48,865 shares

    2.17% of the 13F portfolio, value $915,309,000.

    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 17,932,988 shares
    Change vs previous 13F +647,293 shares

    2.34% of the 13F portfolio, value $980,755,000.

    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 17,285,695 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $945,182,000.

    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).