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Disclosery

Ellevest, Inc.: NWG position timeline

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

Ellevest, Inc. held 26,348 NWG 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 26,348 shares
    Change vs previous 13F -2,318 shares

    0.05% of the 13F portfolio, value $464,515.

    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 28,666 shares
    Change vs previous 13F -8,111 shares

    0.06% of the 13F portfolio, value $427,123.

    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 36,777 shares
    Change vs previous 13F -4,474 shares

    0.09% of the 13F portfolio, value $643,598.

    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 41,251 shares
    Change vs previous 13F +1,492 shares

    0.08% of the 13F portfolio, value $583,702.

    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 39,759 shares
    Change vs previous 13F -1,958 shares

    0.09% of the 13F portfolio, value $562,590.

    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 41,717 shares
    Change vs previous 13F -2,214 shares

    0.03% of the 13F portfolio, value $497,267.

    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 43,931 shares
    Change vs previous 13F +10,361 shares

    0.03% of the 13F portfolio, value $446,778.

    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 33,570 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $314,215.

    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).