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Disclosery

Betterment LLC: ESGD position timeline

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

Betterment LLC held 3,972,639 ESGD 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 3,972,639 shares
    Change vs previous 13F +53,748 shares

    0.69% of the 13F portfolio, value $408,427,000.

    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 3,918,891 shares
    Change vs previous 13F -28,114 shares

    0.71% of the 13F portfolio, value $374,724,000.

    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 3,947,005 shares
    Change vs previous 13F +58,297 shares

    0.72% of the 13F portfolio, value $375,321,000.

    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 3,888,708 shares
    Change vs previous 13F +32,544 shares

    0.71% of the 13F portfolio, value $361,572,000.

    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 3,856,164 shares
    Change vs previous 13F +560,676 shares

    0.73% of the 13F portfolio, value $344,047,000.

    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 3,295,488 shares
    Change vs previous 13F -108,432 shares

    0.64% of the 13F portfolio, value $269,208,000.

    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 3,403,920 shares
    Change vs previous 13F +53,721 shares

    0.62% of the 13F portfolio, value $259,174,000.

    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 3,350,199 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $281,986,000.

    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).