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Disclosery

Betterment LLC: TBIL position timeline

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

Betterment LLC held 49,169 TBIL 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 49,169 shares
    Change vs previous 13F +17,447 shares

    <0.01% of the 13F portfolio, value $2,452,000.

    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 31,722 shares
    Change vs previous 13F -15,642 shares

    <0.01% of the 13F portfolio, value $1,582,000.

    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 47,364 shares
    Change vs previous 13F +21,515 shares

    <0.01% of the 13F portfolio, value $2,363,000.

    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 25,849 shares
    Change vs previous 13F -856 shares

    <0.01% of the 13F portfolio, value $1,292,000.

    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 26,705 shares
    Change vs previous 13F +1,072 shares

    <0.01% of the 13F portfolio, value $1,335,000.

    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 25,633 shares
    Change vs previous 13F +567 shares

    <0.01% of the 13F portfolio, value $1,282,000.

    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 25,066 shares
    Change vs previous 13F +3,603 shares

    <0.01% of the 13F portfolio, value $1,250,000.

    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 21,463 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,074,000.

    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).