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Ellevest, Inc.: SMH position timeline

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

Ellevest, Inc. held 4,096 SMH 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 4,096 shares
    Change vs previous 13F +1,877 shares

    0.19% of the 13F portfolio, value $1,594,082.

    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 2,219 shares
    Change vs previous 13F -1 shares

    0.12% of the 13F portfolio, value $850,765.

    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 2,220 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $799,489.

    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 2,220 shares
    Change vs previous 13F -68 shares

    0.1% of the 13F portfolio, value $724,519.

    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 2,288 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $638,077.

    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 2,288 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $483,843.

    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 2,288 shares
    Change vs previous 13F -190 shares

    0.03% of the 13F portfolio, value $554,085.

    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 2,478 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $608,225.

    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).