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Disclosery

Betterment LLC: TLT position timeline

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

Betterment LLC held 5,521 TLT 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 5,521 shares
    Change vs previous 13F -109,544 shares

    <0.01% of the 13F portfolio, value $477,000.

    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 115,065 shares
    Change vs previous 13F +6,212 shares

    0.02% of the 13F portfolio, value $9,975,000.

    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 108,853 shares
    Change vs previous 13F +16,520 shares

    0.02% of the 13F portfolio, value $9,488,000.

    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 92,333 shares
    Change vs previous 13F +17,769 shares

    0.02% of the 13F portfolio, value $8,252,000.

    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 74,564 shares
    Change vs previous 13F +3,189 shares

    0.01% of the 13F portfolio, value $6,580,000.

    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 71,375 shares
    Change vs previous 13F +14,565 shares

    0.02% of the 13F portfolio, value $6,497,000.

    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 56,810 shares
    Change vs previous 13F +51,221 shares

    0.01% of the 13F portfolio, value $4,961,000.

    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 5,589 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $548,000.

    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).