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Betterment LLC 
 NY
  SEC # 1633901


        
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37  SEC Filings
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  from  2/17/15  to  2/9/24  (7 Weeks Ago)

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Most-Recent Filing:    ‘13F-HR’ — Quarterly Holdings and Combination Report by a Money Manager — Form 13F — for 12/31/23 — Filed as:  Filer / Offerer 
 
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Filings
involving  Betterment LLC 

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Forms
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, Documents
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& Exhibits
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 in  37 Filings
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 Filed as:  Filer / Offerer  or  Owner / Insider


        
Latest Filing  Type    Category    Description        Documents
     
2/9/2413F-HROwnership:  Quarterly Holdings and Combination Reports by Money Managers — Form 13F — Assets Under Management
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37

Form-Specific Documents: 
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2/9/24INFO-TABLEPortfolio Securities Holdings – Info Tables — Form 13F — Assets Under Management
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37

History as a Money Manager:  Assets Under Management
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 ·  Related Money Managers


3 Related Managers who also Reported Holdings for this Manager

As Of
In descending order
  
 
Quarter
(Ended)
  Holdings
Form 13F
  Assets
(Millions)
  Reporting Manager
Manager with whom Investment Discretion is Shared
2/12/2412/31/23  15 of 108  $15,116  
 OR
 
Human Investing LLC [ formerly Anderson Fisher LLC ]
1/18/2412/31/23  NA of 753  NA  
 NY
 
Ritholtz Wealth Management [ formerly Comprehensive Portfolio Management, LLC ]
2/5/2012/31/19  NA of 134  NA  
 FL
 
Transamerica Financial Advisors, Inc.


No Forms
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 nor  Documents
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 Filed re:  Issuer / Subject Company


        

        

Filings History

Year    # of Filings
In descending order
2024 1
2023 4
2022 4
2021 4
2020 4
2019 4
2018 4
2017 4
2016 4
2015 4

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