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Betterment LLC

SEC CIK
0001633901
Latest filing
Aug 14, 2026

CMI holding history

Cummins Inc in every 13F filed by Betterment LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CMI overviewAll 13F holders of CMIFull Q2 2026 holdings

Shares (Q2 2026)
696
Value
$496.0K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of CMI by Betterment LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026696$496.0K<0.1%+44+6.7%AddedHolders
Q1 2026652$351.0K<0.1%−3−0.5%ReducedHolders
Q4 2025655$334.0K<0.1%−18−2.7%ReducedHolders
Q3 2025673$284.0K<0.1%+23+3.5%AddedHolders
Q2 2025650$213.0K<0.1%−4−0.6%ReducedHolders
Q1 2025654$205.0K<0.1%+4+0.6%AddedHolders
Q4 2024650$227.0K<0.1%+5+0.8%AddedHolders
Q3 2024645$209.0K<0.1%+645NewHolders