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Disclosery

Ellevest, Inc.: AEG position timeline

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

Ellevest, Inc. held 33,721 AEG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,721 shares
    Change vs previous 13F +535 shares

    0.03% of the 13F portfolio, value $284,605.

    13F-HR 0001644128-26-000007 filed by Ellevest, Inc.
    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 33,186 shares
    Change vs previous 13F -2,704 shares

    0.03% of the 13F portfolio, value $240,930.

    13F-HR 0001644128-26-000002 filed by Ellevest, Inc.
    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 35,890 shares
    Change vs previous 13F -203 shares

    0.04% of the 13F portfolio, value $276,712.

    13F-HR 0001644128-26-000001 filed by Ellevest, Inc.
    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 36,093 shares
    Change vs previous 13F -9,258 shares

    0.04% of the 13F portfolio, value $288,383.

    13F-HR 0001172661-25-005124 filed by Ellevest, Inc.
    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 45,351 shares
    Change vs previous 13F -6,496 shares

    0.05% of the 13F portfolio, value $328,341.

    13F-HR 0001172661-25-002885 filed by Ellevest, Inc.
    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 51,847 shares
    Change vs previous 13F -4,658 shares

    0.02% of the 13F portfolio, value $341,672.

    13F-HR 0001172661-25-001820 filed by Ellevest, Inc.
    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 56,505 shares
    Change vs previous 13F -7,224 shares

    0.02% of the 13F portfolio, value $332,814.

    13F-HR 0001172661-25-001068 filed by Ellevest, Inc.
    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 63,729 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $407,228.

    13F-HR 0001172661-24-004594 filed by Ellevest, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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