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Disclosery

Betterment LLC: DUHP position timeline

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

Betterment LLC held 242,967 DUHP 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 242,967 shares
    Change vs previous 13F +18,609 shares

    0.02% of the 13F portfolio, value $10,139,000.

    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 224,358 shares
    Change vs previous 13F +12,950 shares

    0.02% of the 13F portfolio, value $8,247,000.

    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 211,408 shares
    Change vs previous 13F +13,478 shares

    0.02% of the 13F portfolio, value $8,040,000.

    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 197,930 shares
    Change vs previous 13F +27,978 shares

    0.01% of the 13F portfolio, value $7,476,000.

    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 169,952 shares
    Change vs previous 13F +66,255 shares

    0.01% of the 13F portfolio, value $6,043,000.

    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 103,697 shares
    Change vs previous 13F +38,143 shares

    0.01% of the 13F portfolio, value $3,437,000.

    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 65,554 shares
    Change vs previous 13F +29,634 shares

    0.01% of the 13F portfolio, value $2,215,000.

    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 35,920 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,224,000.

    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).