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Disclosery

Betterment LLC: TIP position timeline

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

Betterment LLC held 37,056 TIP 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 37,056 shares
    Change vs previous 13F +15,824 shares

    0.01% of the 13F portfolio, value $4,055,000.

    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 21,232 shares
    Change vs previous 13F +2,019 shares

    <0.01% of the 13F portfolio, value $2,343,000.

    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 19,213 shares
    Change vs previous 13F +1,860 shares

    <0.01% of the 13F portfolio, value $2,112,000.

    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 17,353 shares
    Change vs previous 13F +197 shares

    <0.01% of the 13F portfolio, value $1,930,000.

    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 17,156 shares
    Change vs previous 13F +453 shares

    <0.01% of the 13F portfolio, value $1,888,000.

    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 16,703 shares
    Change vs previous 13F -7,667 shares

    <0.01% of the 13F portfolio, value $1,856,000.

    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 24,370 shares
    Change vs previous 13F +4,080 shares

    0.01% of the 13F portfolio, value $2,597,000.

    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 20,290 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,241,000.

    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).