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Ellevest, Inc.: CPA position timeline

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

Ellevest, Inc. held 4,495 CPA 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 4,495 shares
    Change vs previous 13F -186 shares

    0.08% of the 13F portfolio, value $696,951.

    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 4,681 shares
    Change vs previous 13F -276 shares

    0.07% of the 13F portfolio, value $531,808.

    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 4,957 shares
    Change vs previous 13F -792 shares

    0.08% of the 13F portfolio, value $597,864.

    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 5,749 shares
    Change vs previous 13F -425 shares

    0.1% of the 13F portfolio, value $683,096.

    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 6,174 shares
    Change vs previous 13F -1,865 shares

    0.11% of the 13F portfolio, value $678,955.

    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 8,039 shares
    Change vs previous 13F -111 shares

    0.05% of the 13F portfolio, value $743,286.

    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 8,150 shares
    Change vs previous 13F -1,161 shares

    0.04% of the 13F portfolio, value $716,222.

    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 9,311 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $873,744.

    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).