Skip to content
Disclosery

Betterment LLC: JHMM position timeline

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

Betterment LLC held 25,013 JHMM 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 25,013 shares
    Change vs previous 13F +3,612 shares

    <0.01% of the 13F portfolio, value $1,875,000.

    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 21,401 shares
    Change vs previous 13F -3,330 shares

    <0.01% of the 13F portfolio, value $1,436,000.

    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 24,731 shares
    Change vs previous 13F +1,651 shares

    <0.01% of the 13F portfolio, value $1,619,000.

    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 23,080 shares
    Change vs previous 13F +1,044 shares

    <0.01% of the 13F portfolio, value $1,493,000.

    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 22,036 shares
    Change vs previous 13F +211 shares

    <0.01% of the 13F portfolio, value $1,347,000.

    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 21,825 shares
    Change vs previous 13F +758 shares

    <0.01% of the 13F portfolio, value $1,251,000.

    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 21,067 shares
    Change vs previous 13F -1,442 shares

    <0.01% of the 13F portfolio, value $1,258,000.

    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 22,509 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,355,000.

    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).