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Disclosery

Betterment LLC: TFI position timeline

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

Betterment LLC held 11,029,685 TFI 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 11,029,685 shares
    Change vs previous 13F -533,910 shares

    0.85% of the 13F portfolio, value $505,160,000.

    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 11,563,595 shares
    Change vs previous 13F -542,670 shares

    0.99% of the 13F portfolio, value $524,293,000.

    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 12,106,265 shares
    Change vs previous 13F -507,963 shares

    1.05% of the 13F portfolio, value $553,377,000.

    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 12,614,228 shares
    Change vs previous 13F -513,287 shares

    1.14% of the 13F portfolio, value $574,830,000.

    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 13,127,515 shares
    Change vs previous 13F +3,945,532 shares

    1.25% of the 13F portfolio, value $586,406,000.

    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 9,181,983 shares
    Change vs previous 13F +2,094,084 shares

    0.98% of the 13F portfolio, value $413,832,000.

    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 7,087,899 shares
    Change vs previous 13F +240,672 shares

    0.77% of the 13F portfolio, value $323,350,000.

    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 6,847,227 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $320,656,000.

    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).