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Disclosery

Betterment LLC: QQQ position timeline

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

Betterment LLC held 59,372 QQQ 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 59,372 shares
    Change vs previous 13F -7,267 shares

    0.07% of the 13F portfolio, value $43,722,000.

    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 66,639 shares
    Change vs previous 13F -2,509 shares

    0.07% of the 13F portfolio, value $38,463,000.

    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 69,148 shares
    Change vs previous 13F -1,325 shares

    0.08% of the 13F portfolio, value $42,478,000.

    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 70,473 shares
    Change vs previous 13F -2,979 shares

    0.08% of the 13F portfolio, value $42,310,000.

    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 73,452 shares
    Change vs previous 13F -10,491 shares

    0.09% of the 13F portfolio, value $40,519,000.

    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 83,943 shares
    Change vs previous 13F +12,484 shares

    0.09% of the 13F portfolio, value $39,363,000.

    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 71,459 shares
    Change vs previous 13F +24,962 shares

    0.09% of the 13F portfolio, value $36,532,000.

    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 46,497 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $22,694,000.

    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).