Ownership history in Betterment LLC · 5 quarters on record
This page tracks every 13F SEC filing in which Betterment LLC reported a position in Toroso Investments LLC/United States (RSBT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 24,695 | +597 | +2.5% | 0.00% | $443K | $17.92 |
| 2025 Q3 | ADDED | 24,098 | +1,391 | +6.1% | 0.00% | $420K | $16.90 |
| 2025 Q2 | ADDED | 22,707 | +5,493 | +31.9% | 0.00% | $368K | $15.72 |
| 2025 Q1 | ADDED | 17,214 | +41 | +0.2% | 0.00% | $292K | $16.44 |
| 2024 Q4 | INITIATED | 17,173 | — | — | 0.00% | $288K | $16.25 |
As of 2025 Q4 — sorted by position size