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Ellevest, Inc.: ESGD position timeline

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

Ellevest, Inc. held 519,661 ESGD 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 519,661 shares
    Change vs previous 13F +304,079 shares

    2.86% of the 13F portfolio, value $24,291,502.

    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 215,582 shares
    Change vs previous 13F +9,049 shares

    2.87% of the 13F portfolio, value $20,613,981.

    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 206,533 shares
    Change vs previous 13F +4,113 shares

    2.72% of the 13F portfolio, value $19,639,250.

    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 202,420 shares
    Change vs previous 13F +17,507 shares

    2.69% of the 13F portfolio, value $18,820,984.

    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 184,913 shares
    Change vs previous 13F -620,340 shares

    2.63% of the 13F portfolio, value $16,497,938.

    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 805,253 shares
    Change vs previous 13F -104,514 shares

    4.38% of the 13F portfolio, value $65,781,084.

    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 909,767 shares
    Change vs previous 13F +65,508 shares

    4% of the 13F portfolio, value $69,257,903.

    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 844,259 shares
    Change vs previous 13F not available

    3.94% of the 13F portfolio, value $71,089,165.

    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).