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Disclosery

Betterment LLC: SPMO position timeline

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

Betterment LLC held 49,106 SPMO 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 49,106 shares
    Change vs previous 13F +6,468 shares

    0.01% of the 13F portfolio, value $7,933,000.

    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 42,638 shares
    Change vs previous 13F +7,787 shares

    0.01% of the 13F portfolio, value $4,780,000.

    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 34,851 shares
    Change vs previous 13F +8,242 shares

    0.01% of the 13F portfolio, value $4,158,000.

    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 26,609 shares
    Change vs previous 13F +5,263 shares

    0.01% of the 13F portfolio, value $3,221,000.

    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 21,346 shares
    Change vs previous 13F -442 shares

    0.01% of the 13F portfolio, value $2,401,000.

    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 21,788 shares
    Change vs previous 13F -1,954 shares

    <0.01% of the 13F portfolio, value $2,016,000.

    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 23,742 shares
    Change vs previous 13F +10,917 shares

    0.01% of the 13F portfolio, value $2,256,000.

    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 12,825 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,162,000.

    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).