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Ellevest, Inc.: PSO position timeline

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

Ellevest, Inc. held 13,451 PSO 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 13,451 shares
    Change vs previous 13F -1,769 shares

    0.03% of the 13F portfolio, value $213,736.

    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 15,220 shares
    Change vs previous 13F +1,036 shares

    0.03% of the 13F portfolio, value $199,839.

    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 14,184 shares
    Change vs previous 13F -1,628 shares

    0.03% of the 13F portfolio, value $199,143.

    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 15,812 shares
    Change vs previous 13F -1,046 shares

    0.03% of the 13F portfolio, value $223,898.

    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 16,858 shares
    Change vs previous 13F -3,530 shares

    0.04% of the 13F portfolio, value $251,690.

    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 20,388 shares
    Change vs previous 13F +600 shares

    0.02% of the 13F portfolio, value $326,412.

    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 19,788 shares
    Change vs previous 13F -1,711 shares

    0.02% of the 13F portfolio, value $318,983.

    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 21,499 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $291,741.

    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).