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Disclosery

Betterment LLC: JCPB position timeline

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

Betterment LLC held 28,416,622 JCPB 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 28,416,622 shares
    Change vs previous 13F +22,181,970 shares

    2.26% of the 13F portfolio, value $1,333,876,000.

    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 6,234,652 shares
    Change vs previous 13F +6,127,011 shares

    0.56% of the 13F portfolio, value $293,527,000.

    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 107,641 shares
    Change vs previous 13F +10,206 shares

    0.01% of the 13F portfolio, value $5,097,000.

    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 97,435 shares
    Change vs previous 13F +12,916 shares

    0.01% of the 13F portfolio, value $4,633,000.

    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 84,519 shares
    Change vs previous 13F +23,086 shares

    0.01% of the 13F portfolio, value $3,977,000.

    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 61,433 shares
    Change vs previous 13F +32,228 shares

    0.01% of the 13F portfolio, value $2,890,000.

    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 29,205 shares
    Change vs previous 13F +2,894 shares

    <0.01% of the 13F portfolio, value $1,345,000.

    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 26,311 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,269,000.

    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).