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Disclosery

Ellevest, Inc.: SPY position timeline

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

Ellevest, Inc. held 5,452 SPY 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 5,452 shares
    Change vs previous 13F +155 shares

    0.47% of the 13F portfolio, value $4,023,030.

    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 5,297 shares
    Change vs previous 13F +500 shares

    0.48% of the 13F portfolio, value $3,445,107.

    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 4,797 shares
    Change vs previous 13F +2 shares

    0.45% of the 13F portfolio, value $3,270,901.

    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 4,795 shares
    Change vs previous 13F +2 shares

    0.46% of the 13F portfolio, value $3,194,296.

    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 4,793 shares
    Change vs previous 13F -132 shares

    0.47% of the 13F portfolio, value $2,961,505.

    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 4,925 shares
    Change vs previous 13F +2 shares

    0.18% of the 13F portfolio, value $2,755,045.

    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 4,923 shares
    Change vs previous 13F -5,821 shares

    0.17% of the 13F portfolio, value $2,885,532.

    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 10,744 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $6,164,709.

    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).