Ellevest, Inc.: BR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ellevest, Inc. on BR, newest first. How the timeline and the estimate are built.
Ellevest, Inc. held 3,049 BR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 3,049 sharesChange vs previous 13F +168 shares
0.05% of the 13F portfolio, value $417,960.
13F-HR 0001644128-26-000007 filed by Ellevest, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,881 sharesChange vs previous 13F +679 shares
0.07% of the 13F portfolio, value $468,105.
13F-HR 0001644128-26-000002 filed by Ellevest, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,202 sharesChange vs previous 13F -262 shares
0.07% of the 13F portfolio, value $491,420.
13F-HR 0001644128-26-000001 filed by Ellevest, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,464 sharesChange vs previous 13F -219 shares
0.08% of the 13F portfolio, value $586,851.
13F-HR 0001172661-25-005124 filed by Ellevest, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,683 sharesChange vs previous 13F +87 shares
0.1% of the 13F portfolio, value $652,049.
13F-HR 0001172661-25-002885 filed by Ellevest, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,596 sharesChange vs previous 13F +142 shares
0.04% of the 13F portfolio, value $629,426.
13F-HR 0001172661-25-001820 filed by Ellevest, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,454 sharesChange vs previous 13F +125 shares
0.03% of the 13F portfolio, value $554,825.
13F-HR 0001172661-25-001068 filed by Ellevest, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,329 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $500,805.
13F-HR 0001172661-24-004594 filed by Ellevest, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).