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Disclosery

Betterment LLC: XSOE position timeline

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

Betterment LLC held 134,574 XSOE 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 134,574 shares
    Change vs previous 13F -42,344 shares

    0.01% of the 13F portfolio, value $6,618,000.

    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 176,918 shares
    Change vs previous 13F -10,668 shares

    0.01% of the 13F portfolio, value $7,094,000.

    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 187,586 shares
    Change vs previous 13F -2,521 shares

    0.01% of the 13F portfolio, value $7,320,000.

    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 190,107 shares
    Change vs previous 13F +2,127 shares

    0.01% of the 13F portfolio, value $7,213,000.

    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 187,980 shares
    Change vs previous 13F -4,902 shares

    0.01% of the 13F portfolio, value $6,482,000.

    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 192,882 shares
    Change vs previous 13F +10,397 shares

    0.01% of the 13F portfolio, value $5,954,000.

    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 182,485 shares
    Change vs previous 13F +12,818 shares

    0.01% of the 13F portfolio, value $5,562,000.

    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 169,667 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $5,604,000.

    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).