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Disclosery

Betterment LLC: SUSC position timeline

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

Betterment LLC held 1,701,109 SUSC 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 1,701,109 shares
    Change vs previous 13F +107,768 shares

    0.07% of the 13F portfolio, value $39,381,000.

    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 1,593,341 shares
    Change vs previous 13F -8,785 shares

    0.07% of the 13F portfolio, value $36,870,000.

    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 1,602,126 shares
    Change vs previous 13F +93,705 shares

    0.07% of the 13F portfolio, value $37,458,000.

    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 1,508,421 shares
    Change vs previous 13F +88,786 shares

    0.07% of the 13F portfolio, value $35,538,000.

    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 1,419,635 shares
    Change vs previous 13F +183,722 shares

    0.07% of the 13F portfolio, value $32,978,000.

    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 1,235,913 shares
    Change vs previous 13F -113,552 shares

    0.07% of the 13F portfolio, value $28,500,000.

    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 1,349,465 shares
    Change vs previous 13F +197,589 shares

    0.07% of the 13F portfolio, value $30,660,000.

    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 1,151,876 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $27,403,000.

    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).