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Disclosery

Ellevest, Inc.: IWF position timeline

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

Ellevest, Inc. held 15,322 IWF 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 15,322 shares
    Change vs previous 13F +11,659 shares

    0.23% of the 13F portfolio, value $1,990,389.

    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 3,663 shares
    Change vs previous 13F +484 shares

    0.22% of the 13F portfolio, value $1,561,738.

    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 3,179 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $1,504,437.

    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 3,179 shares
    Change vs previous 13F +490 shares

    0.21% of the 13F portfolio, value $1,488,894.

    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 2,689 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,141,531.

    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 2,689 shares
    Change vs previous 13F +368 shares

    0.06% of the 13F portfolio, value $970,831.

    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 2,321 shares
    Change vs previous 13F -899 shares

    0.05% of the 13F portfolio, value $931,912.

    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 3,220 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,208,730.

    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).