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Disclosery

Ellevest, Inc.: NJR position timeline

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

Ellevest, Inc. held 3,764 NJR 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 3,764 shares
    Change vs previous 13F -375 shares

    0.02% of the 13F portfolio, value $209,244.

    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 4,139 shares
    Change vs previous 13F -236 shares

    0.03% of the 13F portfolio, value $227,314.

    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 4,375 shares
    Change vs previous 13F -1,155 shares

    0.03% of the 13F portfolio, value $201,775.

    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 5,530 shares
    Change vs previous 13F -4,649 shares

    0.04% of the 13F portfolio, value $266,270.

    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 10,179 shares
    Change vs previous 13F -13,026 shares

    0.07% of the 13F portfolio, value $456,223.

    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 23,205 shares
    Change vs previous 13F +5,218 shares

    0.08% of the 13F portfolio, value $1,138,437.

    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 17,987 shares
    Change vs previous 13F +733 shares

    0.05% of the 13F portfolio, value $839,094.

    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 17,254 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $814,389.

    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).