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Disclosery

Betterment LLC: LQD position timeline

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

Betterment LLC held 116,839 LQD 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 116,839 shares
    Change vs previous 13F -26,326 shares

    0.02% of the 13F portfolio, value $12,744,000.

    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 143,165 shares
    Change vs previous 13F -15,496 shares

    0.03% of the 13F portfolio, value $15,604,000.

    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 158,661 shares
    Change vs previous 13F -4,311 shares

    0.03% of the 13F portfolio, value $17,483,000.

    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 162,972 shares
    Change vs previous 13F -7,619 shares

    0.04% of the 13F portfolio, value $18,166,000.

    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 170,591 shares
    Change vs previous 13F +7,409 shares

    0.04% of the 13F portfolio, value $18,698,000.

    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 163,182 shares
    Change vs previous 13F +8,228 shares

    0.04% of the 13F portfolio, value $17,736,000.

    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 154,954 shares
    Change vs previous 13F +25,271 shares

    0.04% of the 13F portfolio, value $16,555,000.

    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 129,683 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $14,652,000.

    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).