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Betterment LLC: VOTE position timeline

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

Betterment LLC held 1,620,553 VOTE 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 1,620,553 shares
    Change vs previous 13F +5,117 shares

    0.24% of the 13F portfolio, value $142,884,000.

    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 1,615,436 shares
    Change vs previous 13F +42,846 shares

    0.23% of the 13F portfolio, value $123,258,000.

    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 1,572,590 shares
    Change vs previous 13F +16,436 shares

    0.24% of the 13F portfolio, value $126,153,000.

    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 1,556,154 shares
    Change vs previous 13F +35,377 shares

    0.24% of the 13F portfolio, value $122,127,000.

    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 1,520,777 shares
    Change vs previous 13F +200,030 shares

    0.24% of the 13F portfolio, value $110,621,000.

    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 1,320,747 shares
    Change vs previous 13F +46,253 shares

    0.2% of the 13F portfolio, value $86,364,000.

    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 1,274,494 shares
    Change vs previous 13F +45,166 shares

    0.21% of the 13F portfolio, value $87,672,000.

    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 1,229,328 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $82,414,000.

    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).