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Disclosery

Ellevest, Inc.: ES position timeline

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

Ellevest, Inc. held 7,150 ES 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 7,150 shares
    Change vs previous 13F -1,338 shares

    0.06% of the 13F portfolio, value $518,651.

    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 8,488 shares
    Change vs previous 13F -184 shares

    0.08% of the 13F portfolio, value $588,049.

    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 8,672 shares
    Change vs previous 13F -751 shares

    0.08% of the 13F portfolio, value $583,886.

    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 9,423 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $670,352.

    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).