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Betterment LLC: PCY position timeline

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

Betterment LLC held 124,234 PCY 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 124,234 shares
    Change vs previous 13F +32,324 shares

    <0.01% of the 13F portfolio, value $2,690,000.

    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 91,910 shares
    Change vs previous 13F +21,623 shares

    <0.01% of the 13F portfolio, value $1,921,000.

    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 70,287 shares
    Change vs previous 13F -31,378 shares

    <0.01% of the 13F portfolio, value $1,522,000.

    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 101,665 shares
    Change vs previous 13F -16,332 shares

    <0.01% of the 13F portfolio, value $2,192,000.

    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 117,997 shares
    Change vs previous 13F +74,030 shares

    0.01% of the 13F portfolio, value $2,411,000.

    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 43,967 shares
    Change vs previous 13F -16,036 shares

    <0.01% of the 13F portfolio, value $887,000.

    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 60,003 shares
    Change vs previous 13F -15,725 shares

    <0.01% of the 13F portfolio, value $1,189,000.

    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 75,728 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,628,000.

    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).