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Disclosery

Betterment LLC: SPYV position timeline

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

Betterment LLC held 2,158,735 SPYV 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 2,158,735 shares
    Change vs previous 13F -88,619 shares

    0.22% of the 13F portfolio, value $131,230,000.

    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 2,247,354 shares
    Change vs previous 13F -83,647 shares

    0.24% of the 13F portfolio, value $127,155,000.

    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 2,331,001 shares
    Change vs previous 13F -80,814 shares

    0.25% of the 13F portfolio, value $132,424,000.

    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 2,411,815 shares
    Change vs previous 13F -100,259 shares

    0.26% of the 13F portfolio, value $133,446,000.

    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 2,512,074 shares
    Change vs previous 13F -62,758 shares

    0.28% of the 13F portfolio, value $131,482,000.

    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 2,574,832 shares
    Change vs previous 13F -140,586 shares

    0.31% of the 13F portfolio, value $131,497,000.

    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 2,715,418 shares
    Change vs previous 13F -173,017 shares

    0.33% of the 13F portfolio, value $138,866,000.

    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 2,888,435 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $152,683,000.

    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).