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Disclosery

Betterment LLC: SPYM position timeline

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

Betterment LLC held 97,881,145 SPYM 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 97,881,145 shares
    Change vs previous 13F +6,254,289 shares

    14.55% of the 13F portfolio, value $8,601,795,000.

    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 91,626,856 shares
    Change vs previous 13F +8,041,014 shares

    13.28% of the 13F portfolio, value $7,013,120,000.

    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 83,585,842 shares
    Change vs previous 13F +5,039,605 shares

    12.77% of the 13F portfolio, value $6,705,256,000.

    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 78,546,237 shares
    Change vs previous 13F +4,636,693 shares

    12.16% of the 13F portfolio, value $6,153,312,000.

    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 73,909,544 shares
    Change vs previous 13F +9,008,640 shares

    11.44% of the 13F portfolio, value $5,372,485,000.

    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 64,900,904 shares
    Change vs previous 13F +11,988,520 shares

    10.12% of the 13F portfolio, value $4,267,883,000.

    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 52,912,384 shares
    Change vs previous 13F +3,824,688 shares

    8.7% of the 13F portfolio, value $3,647,780,000.

    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 49,087,696 shares
    Change vs previous 13F not available

    7.91% of the 13F portfolio, value $3,313,910,000.

    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).