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Disclosery

Betterment LLC: SPTM position timeline

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

Betterment LLC held 46,076 SPTM 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 46,076 shares
    Change vs previous 13F +3,468 shares

    0.01% of the 13F portfolio, value $4,183,000.

    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 42,608 shares
    Change vs previous 13F +4,006 shares

    0.01% of the 13F portfolio, value $3,369,000.

    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 38,602 shares
    Change vs previous 13F -732 shares

    0.01% of the 13F portfolio, value $3,185,000.

    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 39,334 shares
    Change vs previous 13F -1,551 shares

    0.01% of the 13F portfolio, value $3,172,000.

    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 40,885 shares
    Change vs previous 13F +845 shares

    0.01% of the 13F portfolio, value $3,062,000.

    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 40,040 shares
    Change vs previous 13F +4,374 shares

    0.01% of the 13F portfolio, value $2,723,000.

    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 35,666 shares
    Change vs previous 13F +2,662 shares

    0.01% of the 13F portfolio, value $2,548,000.

    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 33,004 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,312,000.

    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).