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Disclosery

Betterment LLC: ESGE position timeline

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

Betterment LLC held 3,042,236 ESGE 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 3,042,236 shares
    Change vs previous 13F -140,294 shares

    0.28% of the 13F portfolio, value $166,380,000.

    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 3,182,530 shares
    Change vs previous 13F -71,793 shares

    0.27% of the 13F portfolio, value $144,710,000.

    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 3,254,323 shares
    Change vs previous 13F -23,435 shares

    0.27% of the 13F portfolio, value $143,743,000.

    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 3,277,758 shares
    Change vs previous 13F -68,784 shares

    0.28% of the 13F portfolio, value $142,320,000.

    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 3,346,542 shares
    Change vs previous 13F +368,576 shares

    0.28% of the 13F portfolio, value $131,084,000.

    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 2,977,966 shares
    Change vs previous 13F -413,351 shares

    0.25% of the 13F portfolio, value $104,080,000.

    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 3,391,317 shares
    Change vs previous 13F +152,352 shares

    0.27% of the 13F portfolio, value $113,236,000.

    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 3,238,965 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $117,931,000.

    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).