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Disclosery

Betterment LLC: ESGU position timeline

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

Betterment LLC held 4,058,596 ESGU 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 4,058,596 shares
    Change vs previous 13F +16,680 shares

    1.12% of the 13F portfolio, value $664,270,000.

    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 4,041,916 shares
    Change vs previous 13F +117,320 shares

    1.08% of the 13F portfolio, value $571,608,000.

    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 3,924,596 shares
    Change vs previous 13F +34,699 shares

    1.11% of the 13F portfolio, value $584,686,000.

    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 3,889,897 shares
    Change vs previous 13F +49,659 shares

    1.12% of the 13F portfolio, value $566,369,000.

    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 3,840,238 shares
    Change vs previous 13F +425,927 shares

    1.11% of the 13F portfolio, value $519,584,000.

    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 3,414,311 shares
    Change vs previous 13F +137,039 shares

    0.99% of the 13F portfolio, value $416,239,000.

    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 3,277,272 shares
    Change vs previous 13F -40,665 shares

    1.01% of the 13F portfolio, value $422,178,000.

    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 3,317,937 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $418,657,000.

    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).