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Disclosery

Betterment LLC: USHY position timeline

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

Betterment LLC held 1,909,046 USHY 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 1,909,046 shares
    Change vs previous 13F +2,934 shares

    0.12% of the 13F portfolio, value $70,673,000.

    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 1,906,112 shares
    Change vs previous 13F +110,936 shares

    0.13% of the 13F portfolio, value $70,221,000.

    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 1,795,176 shares
    Change vs previous 13F +284,356 shares

    0.13% of the 13F portfolio, value $67,140,000.

    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 1,510,820 shares
    Change vs previous 13F +216,309 shares

    0.11% of the 13F portfolio, value $57,079,000.

    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 1,294,511 shares
    Change vs previous 13F +111,250 shares

    0.1% of the 13F portfolio, value $48,557,000.

    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 1,183,261 shares
    Change vs previous 13F +864,460 shares

    0.1% of the 13F portfolio, value $43,556,000.

    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 318,801 shares
    Change vs previous 13F +73,058 shares

    0.03% of the 13F portfolio, value $11,729,000.

    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 245,743 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $9,252,000.

    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).