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Disclosery

Ellevest, Inc.: EW position timeline

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

Ellevest, Inc. held 6,873 EW 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 6,873 shares
    Change vs previous 13F -271 shares

    0.07% of the 13F portfolio, value $620,947.

    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 7,144 shares
    Change vs previous 13F +546 shares

    0.08% of the 13F portfolio, value $572,092.

    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 6,598 shares
    Change vs previous 13F -258 shares

    0.08% of the 13F portfolio, value $562,480.

    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 6,856 shares
    Change vs previous 13F -516 shares

    0.08% of the 13F portfolio, value $533,191.

    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 7,372 shares
    Change vs previous 13F -1,029 shares

    0.09% of the 13F portfolio, value $576,564.

    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 8,401 shares
    Change vs previous 13F +873 shares

    0.04% of the 13F portfolio, value $608,904.

    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 7,528 shares
    Change vs previous 13F -2,258 shares

    0.03% of the 13F portfolio, value $557,298.

    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 9,786 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $645,778.

    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).