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Disclosery

Ellevest, Inc.: SPYV position timeline

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

Ellevest, Inc. held 24,025 SPYV 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 24,025 shares
    Change vs previous 13F +1,258 shares

    0.17% of the 13F portfolio, value $1,448,462.

    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 22,767 shares
    Change vs previous 13F -366 shares

    0.18% of the 13F portfolio, value $1,288,150.

    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 23,133 shares
    Change vs previous 13F +510 shares

    0.18% of the 13F portfolio, value $1,314,195.

    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 22,623 shares
    Change vs previous 13F +72 shares

    0.18% of the 13F portfolio, value $1,251,733.

    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 22,551 shares
    Change vs previous 13F +293 shares

    0.19% of the 13F portfolio, value $1,180,303.

    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 22,258 shares
    Change vs previous 13F -19,759 shares

    0.08% of the 13F portfolio, value $1,136,714.

    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 42,017 shares
    Change vs previous 13F -28,795 shares

    0.12% of the 13F portfolio, value $2,148,770.

    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 70,812 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,743,112.

    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).