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Disclosery

Betterment LLC: USDX position timeline

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

Betterment LLC held 757,431 USDX 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 757,431 shares
    Change vs previous 13F +4,269 shares

    0.03% of the 13F portfolio, value $19,307,000.

    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 753,162 shares
    Change vs previous 13F +7,639 shares

    0.04% of the 13F portfolio, value $19,319,000.

    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 745,523 shares
    Change vs previous 13F -5,687 shares

    0.04% of the 13F portfolio, value $19,100,000.

    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 751,210 shares
    Change vs previous 13F +39,409 shares

    0.04% of the 13F portfolio, value $19,389,000.

    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 711,801 shares
    Change vs previous 13F +80,017 shares

    0.04% of the 13F portfolio, value $18,258,000.

    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 631,784 shares
    Change vs previous 13F +128,667 shares

    0.04% of the 13F portfolio, value $16,218,000.

    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 503,117 shares
    Change vs previous 13F +160,844 shares

    0.03% of the 13F portfolio, value $12,860,000.

    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 342,273 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $8,906,000.

    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).