Skip to content
Disclosery

Betterment LLC: QUAL position timeline

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

Betterment LLC held 118,205 QUAL 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 118,205 shares
    Change vs previous 13F +15,134 shares

    0.04% of the 13F portfolio, value $25,938,000.

    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 103,071 shares
    Change vs previous 13F +88,517 shares

    0.04% of the 13F portfolio, value $19,770,000.

    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 14,554 shares
    Change vs previous 13F +4,266 shares

    0.01% of the 13F portfolio, value $2,891,000.

    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 10,288 shares
    Change vs previous 13F -129 shares

    <0.01% of the 13F portfolio, value $2,001,000.

    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 10,417 shares
    Change vs previous 13F +337 shares

    <0.01% of the 13F portfolio, value $1,904,000.

    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 10,080 shares
    Change vs previous 13F -632 shares

    <0.01% of the 13F portfolio, value $1,723,000.

    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 10,712 shares
    Change vs previous 13F -552 shares

    <0.01% of the 13F portfolio, value $1,908,000.

    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 11,264 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $2,020,000.

    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).