Betterment LLC MYLD — Cambria Investment Management LP

Ownership history in Betterment LLC  ·  4 quarters on record

AI Ownership Summary

Betterment LLC reported Cambria Investment Management LP (MYLD) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. The latest visible filing shows MYLD at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MYLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Betterment LLC's position in Cambria Investment Management LP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MYLD was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MYLD stock page Betterment LLC fund profile Betterment LLC full holdings
How Betterment LLC held MYLD — position size vs. price
% of Fund (quarterly)    MYLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 20,537 -1,631 -7.4% 0.00% $575 2026-05-14 $29.54
2025 Q4 REDUCED — — — 22,168 -754 -3.3% 0.00% $594K 2026-02-12 $29.22
2025 Q3 ADDED — — — 22,922 +2,295 +11.1% 0.00% $601K 2025-11-13 $25.19
2025 Q2 INITIATED — — — 20,627 — — 0.00% $480K 2025-08-14 $24.63

🏢 Other funds also holding MYLD

As of 2026 Q1 — sorted by position size

Cambria Investment Management, L.P. 3Y 7Y 0.73% ONE PLUS ONE WEALTH MANAGEMENT, LLC 3Y 0.5% Kesler, Norman & Wride, LLC 3Y 0.28% Centric Wealth Management 3Y 7Y 0.11% Ascentis Wealth Management, LLC 0.06% ZEGA Investments, LLC 0.05% Ascentis Independent Advisors 3Y 0.0% DHJJ Financial Advisors, Ltd. 3Y 0.0% WELLS FARGO & COMPANY/MN 3Y 7Y 0.0%

FAQ About Betterment LLC and MYLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Betterment LLC reported owning MYLD?

Betterment LLC reported MYLD across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported MYLD position in Betterment LLC's portfolio?

The largest reported portfolio weight for MYLD was 0.00% in 2025 Q3.

What is the latest reported MYLD position on this page?

The most recent filing on this page is 2026 Q1, when Betterment LLC reported 20,537 shares, equal to 0.00% of portfolio, with an estimated market value of $575.

What does the chart on this MYLD ownership page compare?

The chart compares Betterment LLC's quarterly MYLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Betterment LLC time their MYLD position?

Based on 13F filing dates vs. subsequent MYLD price moves, Betterment LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on MYLD relative to SPY over the holding period was +23.3%.

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