Skip to content
Disclosery

BetterWealth, LLC: ES position timeline

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

BetterWealth, LLC held 9,502 ES shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,502 shares
    Change vs previous 13F +3 shares

    0.12% of the 13F portfolio, value $686,710.

    13F-HR 0002085853-26-000799 filed by BetterWealth, 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 9,499 shares
    Change vs previous 13F -6,000 shares

    0.13% of the 13F portfolio, value $658,091.

    13F-HR 0002085853-26-000492 filed by BetterWealth, 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 15,499 shares
    Change vs previous 13F -3,488 shares

    0.24% of the 13F portfolio, value $1,043,548.

    13F-HR 0001911702-26-000001 filed by BetterWealth, 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 18,987 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,350,735.

    13F-HR 0001911702-25-000002 filed by BetterWealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).