Skip to content
Disclosery

Ellevest, Inc.: MUB position timeline

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

Ellevest, Inc. held 137,354 MUB 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 137,354 shares
    Change vs previous 13F +14,823 shares

    1.74% of the 13F portfolio, value $14,770,999.

    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 122,531 shares
    Change vs previous 13F +11,829 shares

    1.81% of the 13F portfolio, value $13,006,613.

    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 110,702 shares
    Change vs previous 13F +3,099 shares

    1.64% of the 13F portfolio, value $11,857,256.

    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 107,603 shares
    Change vs previous 13F -6,784 shares

    1.64% of the 13F portfolio, value $11,458,624.

    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 114,387 shares
    Change vs previous 13F -722,543 shares

    1.91% of the 13F portfolio, value $11,951,159.

    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 836,930 shares
    Change vs previous 13F -99,610 shares

    5.88% of the 13F portfolio, value $88,245,931.

    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 936,540 shares
    Change vs previous 13F -7,691 shares

    5.76% of the 13F portfolio, value $99,833,723.

    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 944,231 shares
    Change vs previous 13F not available

    5.68% of the 13F portfolio, value $102,613,932.

    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).