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Disclosery

Ellevest, Inc.: SUB position timeline

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

Ellevest, Inc. held 166,205 SUB 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 166,205 shares
    Change vs previous 13F +1,771 shares

    2.09% of the 13F portfolio, value $17,693,303.

    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 164,434 shares
    Change vs previous 13F +5,224 shares

    2.44% of the 13F portfolio, value $17,512,214.

    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 159,210 shares
    Change vs previous 13F +10,452 shares

    2.35% of the 13F portfolio, value $16,987,664.

    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 148,758 shares
    Change vs previous 13F -8,860 shares

    2.27% of the 13F portfolio, value $15,884,419.

    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 157,618 shares
    Change vs previous 13F -373,085 shares

    2.67% of the 13F portfolio, value $16,761,135.

    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 530,703 shares
    Change vs previous 13F -60,926 shares

    3.73% of the 13F portfolio, value $56,042,328.

    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 591,629 shares
    Change vs previous 13F +1,970 shares

    3.6% of the 13F portfolio, value $62,363,569.

    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 589,659 shares
    Change vs previous 13F not available

    3.47% of the 13F portfolio, value $62,619,821.

    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).