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Disclosery

Betterment LLC: SPSM position timeline

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

Betterment LLC held 19,180,838 SPSM 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 19,180,838 shares
    Change vs previous 13F +161,873 shares

    1.87% of the 13F portfolio, value $1,106,159,000.

    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 19,018,965 shares
    Change vs previous 13F +261,446 shares

    1.74% of the 13F portfolio, value $918,996,000.

    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 18,757,519 shares
    Change vs previous 13F +614,934 shares

    1.67% of the 13F portfolio, value $878,977,000.

    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 18,142,585 shares
    Change vs previous 13F +525,892 shares

    1.66% of the 13F portfolio, value $840,365,000.

    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 17,616,693 shares
    Change vs previous 13F +1,485,197 shares

    1.6% of the 13F portfolio, value $750,471,000.

    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 16,131,496 shares
    Change vs previous 13F -32,224 shares

    1.56% of the 13F portfolio, value $657,520,000.

    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 16,163,720 shares
    Change vs previous 13F +692,852 shares

    1.73% of the 13F portfolio, value $726,074,000.

    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 15,470,868 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $704,079,000.

    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).