Ellevest, Inc.: CAG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ellevest, Inc. on CAG, newest first. How the timeline and the estimate are built.
Ellevest, Inc. held 14,990 CAG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 14,990 sharesChange vs previous 13F +1,407 shares
0.02% of the 13F portfolio, value $202,824.
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 13,583 sharesChange vs previous 13F -10,306 shares
0.03% of the 13F portfolio, value $213,525.
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 23,889 sharesChange vs previous 13F +6,983 shares
0.06% of the 13F portfolio, value $413,519.
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 16,906 sharesChange vs previous 13F +6,499 shares
0.04% of the 13F portfolio, value $309,549.
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 10,407 sharesChange vs previous 13F +10,407 shares
0.03% of the 13F portfolio, value $213,031.
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 0 sharesChange vs previous 13F -9,398 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2024-12-3113F 9,398 sharesChange vs previous 13F -1,848 shares
0.02% of the 13F portfolio, value $260,795.
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 11,246 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $365,720.
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).