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BetterWealth, LLC

SEC CIK
0001911702
Latest filing
Jul 21, 2026

ES holding history

Eversource Energy in every 13F filed by BetterWealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ES overviewAll 13F holders of ESFull Q2 2026 holdings

Shares (Q2 2026)
9,502
Value
$686.7K
% of portfolio
0.1%
Quarters held
4
Since Q3 2025
Holdings of ES by BetterWealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,502$686.7K0.1%+30.0%AddedHolders
Q1 20269,499$658.1K0.1%−6,000−38.7%ReducedHolders
Q4 202515,499$1.04M0.2%−3,488−18.4%ReducedHolders
Q3 202518,987$1.35M0.3%+18,987NewHolders