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Disclosery

Ellevest, Inc.: EXR position timeline

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

Ellevest, Inc. held 2,478 EXR 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 2,478 shares
    Change vs previous 13F -118 shares

    0.04% of the 13F portfolio, value $360,053.

    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 2,596 shares
    Change vs previous 13F -279 shares

    0.05% of the 13F portfolio, value $340,413.

    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 2,875 shares
    Change vs previous 13F -287 shares

    0.05% of the 13F portfolio, value $374,383.

    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 3,162 shares
    Change vs previous 13F +3,162 shares

    0.06% of the 13F portfolio, value $445,652.

    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 ended2024-12-31
    13F 0 shares
    Change vs previous 13F -1,163 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-09-30
    13F 1,163 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $209,561.

    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).