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Disclosery

Betterment LLC: STIP position timeline

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

Betterment LLC held 4,553,816 STIP 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 4,553,816 shares
    Change vs previous 13F +66,236 shares

    0.79% of the 13F portfolio, value $465,218,000.

    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 4,487,580 shares
    Change vs previous 13F +115,711 shares

    0.88% of the 13F portfolio, value $464,150,000.

    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 4,371,869 shares
    Change vs previous 13F +231,247 shares

    0.85% of the 13F portfolio, value $447,636,000.

    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 4,140,622 shares
    Change vs previous 13F +134,158 shares

    0.85% of the 13F portfolio, value $427,975,000.

    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 4,006,464 shares
    Change vs previous 13F +184,253 shares

    0.88% of the 13F portfolio, value $412,305,000.

    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 3,822,211 shares
    Change vs previous 13F -228,251 shares

    0.94% of the 13F portfolio, value $395,484,000.

    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 4,050,462 shares
    Change vs previous 13F +181,322 shares

    0.97% of the 13F portfolio, value $407,476,000.

    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 3,869,140 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $392,021,000.

    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).