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Disclosery

Betterment LLC: JMSI position timeline

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

Betterment LLC held 1,984,457 JMSI 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 1,984,457 shares
    Change vs previous 13F +286,873 shares

    0.17% of the 13F portfolio, value $100,096,000.

    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 1,697,584 shares
    Change vs previous 13F +101,713 shares

    0.16% of the 13F portfolio, value $84,455,000.

    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 1,595,871 shares
    Change vs previous 13F +235,384 shares

    0.15% of the 13F portfolio, value $80,400,000.

    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 1,360,487 shares
    Change vs previous 13F +225,859 shares

    0.14% of the 13F portfolio, value $68,324,000.

    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 1,134,628 shares
    Change vs previous 13F +398,284 shares

    0.12% of the 13F portfolio, value $56,073,000.

    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 736,344 shares
    Change vs previous 13F +276,315 shares

    0.09% of the 13F portfolio, value $36,670,000.

    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 460,029 shares
    Change vs previous 13F +172,457 shares

    0.05% of the 13F portfolio, value $23,034,000.

    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 287,572 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $14,675,000.

    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).