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Disclosery

Ellevest, Inc.: AVK position timeline

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

Ellevest, Inc. held 11,014 AVK 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 11,014 shares
    Change vs previous 13F -373 shares

    0.02% of the 13F portfolio, value $144,284.

    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 11,387 shares
    Change vs previous 13F +326 shares

    0.02% of the 13F portfolio, value $127,080.

    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 11,061 shares
    Change vs previous 13F +299 shares

    0.02% of the 13F portfolio, value $138,706.

    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 10,762 shares
    Change vs previous 13F +297 shares

    0.02% of the 13F portfolio, value $137,640.

    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 10,465 shares
    Change vs previous 13F +311 shares

    0.02% of the 13F portfolio, value $126,732.

    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 10,154 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $117,081.

    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).