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Disclosery

Betterment LLC: IQLT position timeline

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

Betterment LLC held 46,365 IQLT 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 46,365 shares
    Change vs previous 13F -1,589 shares

    <0.01% of the 13F portfolio, value $2,297,000.

    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 47,954 shares
    Change vs previous 13F +3,046 shares

    <0.01% of the 13F portfolio, value $2,217,000.

    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 44,908 shares
    Change vs previous 13F -1,831 shares

    <0.01% of the 13F portfolio, value $2,041,000.

    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 46,739 shares
    Change vs previous 13F +573 shares

    <0.01% of the 13F portfolio, value $2,065,000.

    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 46,166 shares
    Change vs previous 13F +8,375 shares

    <0.01% of the 13F portfolio, value $1,995,000.

    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 37,791 shares
    Change vs previous 13F -986 shares

    <0.01% of the 13F portfolio, value $1,500,000.

    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 38,777 shares
    Change vs previous 13F +277 shares

    <0.01% of the 13F portfolio, value $1,439,000.

    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 38,500 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,597,000.

    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).