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Ellevest, Inc.: FRDM position timeline

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

Ellevest, Inc. held 1,003,101 FRDM 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 1,003,101 shares
    Change vs previous 13F -32,127 shares

    8.62% of the 13F portfolio, value $73,126,049.

    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 1,035,228 shares
    Change vs previous 13F -143,225 shares

    7.87% of the 13F portfolio, value $56,575,233.

    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 1,178,453 shares
    Change vs previous 13F +5,419 shares

    8.35% of the 13F portfolio, value $60,419,278.

    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 1,173,034 shares
    Change vs previous 13F +32,051 shares

    7.42% of the 13F portfolio, value $51,977,134.

    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 1,140,983 shares
    Change vs previous 13F +936,741 shares

    7.35% of the 13F portfolio, value $46,095,730.

    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 204,242 shares
    Change vs previous 13F -750,338 shares

    0.48% of the 13F portfolio, value $7,158,682.

    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 954,580 shares
    Change vs previous 13F not available

    1.8% of the 13F portfolio, value $31,195,675.

    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).