Skip to content
Disclosery

Betterment LLC: SYLD position timeline

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

Betterment LLC held 9,054 SYLD 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 9,054 shares
    Change vs previous 13F -10 shares

    <0.01% of the 13F portfolio, value $716,000.

    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 9,064 shares
    Change vs previous 13F -772 shares

    <0.01% of the 13F portfolio, value $684,000.

    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 9,836 shares
    Change vs previous 13F -116 shares

    <0.01% of the 13F portfolio, value $684,000.

    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 9,952 shares
    Change vs previous 13F -2,096 shares

    <0.01% of the 13F portfolio, value $683,000.

    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 12,048 shares
    Change vs previous 13F -14,498 shares

    <0.01% of the 13F portfolio, value $783,000.

    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 26,546 shares
    Change vs previous 13F +175 shares

    <0.01% of the 13F portfolio, value $1,694,000.

    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 26,371 shares
    Change vs previous 13F -629 shares

    <0.01% of the 13F portfolio, value $1,806,000.

    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 27,000 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,954,000.

    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).