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Disclosery

Betterment LLC: SPTL position timeline

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

Betterment LLC held 168,780 SPTL 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 168,780 shares
    Change vs previous 13F +40,209 shares

    0.01% of the 13F portfolio, value $4,427,000.

    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 128,571 shares
    Change vs previous 13F +2,552 shares

    0.01% of the 13F portfolio, value $3,381,000.

    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 126,019 shares
    Change vs previous 13F +3,217 shares

    0.01% of the 13F portfolio, value $3,336,000.

    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 122,802 shares
    Change vs previous 13F -7,140 shares

    0.01% of the 13F portfolio, value $3,310,000.

    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 129,942 shares
    Change vs previous 13F -8,524 shares

    0.01% of the 13F portfolio, value $3,454,000.

    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 138,466 shares
    Change vs previous 13F +13,073 shares

    0.01% of the 13F portfolio, value $3,775,000.

    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 125,393 shares
    Change vs previous 13F +84,570 shares

    0.01% of the 13F portfolio, value $3,284,000.

    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 40,823 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,187,000.

    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).