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Disclosery

Betterment LLC: AAPL position timeline

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

Betterment LLC held 43,524 AAPL 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 43,524 shares
    Change vs previous 13F +7,606 shares

    0.02% of the 13F portfolio, value $12,594,000.

    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 35,918 shares
    Change vs previous 13F +3,352 shares

    0.02% of the 13F portfolio, value $9,116,000.

    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 32,566 shares
    Change vs previous 13F +2,510 shares

    0.02% of the 13F portfolio, value $8,853,000.

    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 30,056 shares
    Change vs previous 13F -1,276 shares

    0.02% of the 13F portfolio, value $7,653,000.

    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 31,332 shares
    Change vs previous 13F +1,339 shares

    0.01% of the 13F portfolio, value $6,428,000.

    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 29,993 shares
    Change vs previous 13F +2,647 shares

    0.02% of the 13F portfolio, value $6,662,000.

    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 27,346 shares
    Change vs previous 13F +86 shares

    0.02% of the 13F portfolio, value $6,848,000.

    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 27,260 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $6,352,000.

    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).