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Disclosery

Betterment LLC: SUB position timeline

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

Betterment LLC held 182,548 SUB 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 182,548 shares
    Change vs previous 13F -4,287 shares

    0.03% of the 13F portfolio, value $19,436,000.

    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 186,835 shares
    Change vs previous 13F -12,587 shares

    0.04% of the 13F portfolio, value $19,898,000.

    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 199,422 shares
    Change vs previous 13F -6,322 shares

    0.04% of the 13F portfolio, value $21,278,000.

    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 205,744 shares
    Change vs previous 13F -10,288 shares

    0.04% of the 13F portfolio, value $21,969,000.

    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 216,032 shares
    Change vs previous 13F +181,461 shares

    0.05% of the 13F portfolio, value $22,973,000.

    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 34,571 shares
    Change vs previous 13F +4,678 shares

    0.01% of the 13F portfolio, value $3,651,000.

    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 29,893 shares
    Change vs previous 13F +1,480 shares

    0.01% of the 13F portfolio, value $3,153,000.

    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 28,413 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,017,000.

    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).