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Disclosery

Betterment LLC: QLTA position timeline

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

Betterment LLC held 780,865 QLTA 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 780,865 shares
    Change vs previous 13F +403,693 shares

    0.06% of the 13F portfolio, value $37,107,000.

    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 377,172 shares
    Change vs previous 13F +32,790 shares

    0.03% of the 13F portfolio, value $17,950,000.

    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 344,382 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $16,561,000.

    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).