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Disclosery

Ellevest, Inc.: SPOT position timeline

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

Ellevest, Inc. held 13,307 SPOT 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 13,307 shares
    Change vs previous 13F +5,527 shares

    0.51% of the 13F portfolio, value $4,359,811.

    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 7,780 shares
    Change vs previous 13F +211 shares

    0.52% of the 13F portfolio, value $3,772,600.

    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 7,569 shares
    Change vs previous 13F -186 shares

    0.61% of the 13F portfolio, value $4,395,394.

    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 7,755 shares
    Change vs previous 13F -484 shares

    0.77% of the 13F portfolio, value $5,412,990.

    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 8,239 shares
    Change vs previous 13F -258 shares

    1.01% of the 13F portfolio, value $6,322,114.

    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 8,497 shares
    Change vs previous 13F +41 shares

    0.31% of the 13F portfolio, value $4,673,605.

    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 8,456 shares
    Change vs previous 13F +17 shares

    0.22% of the 13F portfolio, value $3,783,045.

    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 8,439 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,110,025.

    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).