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Disclosery

Betterment LLC: ESGV position timeline

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

Betterment LLC held 596,067 ESGV 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 596,067 shares
    Change vs previous 13F -8,986 shares

    0.13% of the 13F portfolio, value $78,824,000.

    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 605,053 shares
    Change vs previous 13F +71,372 shares

    0.13% of the 13F portfolio, value $67,929,000.

    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 533,681 shares
    Change vs previous 13F +48 shares

    0.12% of the 13F portfolio, value $64,554,000.

    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 533,633 shares
    Change vs previous 13F -23,978 shares

    0.12% of the 13F portfolio, value $63,203,000.

    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 557,611 shares
    Change vs previous 13F +48,709 shares

    0.13% of the 13F portfolio, value $61,136,000.

    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 508,902 shares
    Change vs previous 13F +94,879 shares

    0.12% of the 13F portfolio, value $49,847,000.

    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 414,023 shares
    Change vs previous 13F -8,494 shares

    0.1% of the 13F portfolio, value $43,427,000.

    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 422,517 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $42,949,000.

    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).