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
- period ended2026-06-3013F 519,661 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 215,582 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 206,533 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 202,420 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 184,913 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 805,253 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 909,767 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 844,259 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).