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Disclosery

Betterment LLC: SUSA position timeline

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

Betterment LLC held 270,917 SUSA 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 270,917 shares
    Change vs previous 13F -8,792 shares

    0.07% of the 13F portfolio, value $41,802,000.

    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 279,709 shares
    Change vs previous 13F -7,978 shares

    0.07% of the 13F portfolio, value $36,950,000.

    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 287,687 shares
    Change vs previous 13F -8,480 shares

    0.08% of the 13F portfolio, value $40,089,000.

    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 296,167 shares
    Change vs previous 13F -10,313 shares

    0.08% of the 13F portfolio, value $40,175,000.

    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 306,480 shares
    Change vs previous 13F +123,451 shares

    0.08% of the 13F portfolio, value $38,846,000.

    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 183,029 shares
    Change vs previous 13F -2,347 shares

    0.05% of the 13F portfolio, value $21,025,000.

    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 185,376 shares
    Change vs previous 13F -4,702 shares

    0.05% of the 13F portfolio, value $22,540,000.

    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 190,078 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $22,880,000.

    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).