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Disclosery

Ellevest, Inc.: RS position timeline

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

Ellevest, Inc. held 2,741 RS 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 2,741 shares
    Change vs previous 13F -442 shares

    0.12% of the 13F portfolio, value $1,022,090.

    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 3,183 shares
    Change vs previous 13F -160 shares

    0.13% of the 13F portfolio, value $967,377.

    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 3,343 shares
    Change vs previous 13F -164 shares

    0.13% of the 13F portfolio, value $965,692.

    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 3,507 shares
    Change vs previous 13F -253 shares

    0.14% of the 13F portfolio, value $984,871.

    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 3,760 shares
    Change vs previous 13F -799 shares

    0.19% of the 13F portfolio, value $1,180,264.

    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 4,559 shares
    Change vs previous 13F +190 shares

    0.09% of the 13F portfolio, value $1,316,411.

    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 4,369 shares
    Change vs previous 13F +362 shares

    0.07% of the 13F portfolio, value $1,176,397.

    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 4,007 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,158,864.

    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).