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Disclosery

Ellevest, Inc.: SUSA position timeline

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

Ellevest, Inc. held 12,809 SUSA 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 12,809 shares
    Change vs previous 13F -196 shares

    0.23% of the 13F portfolio, value $1,972,617.

    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 13,005 shares
    Change vs previous 13F -360 shares

    0.24% of the 13F portfolio, value $1,717,940.

    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 13,365 shares
    Change vs previous 13F +18 shares

    0.26% of the 13F portfolio, value $1,862,412.

    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 13,347 shares
    Change vs previous 13F -235 shares

    0.26% of the 13F portfolio, value $1,810,586.

    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 13,582 shares
    Change vs previous 13F -187,272 shares

    0.27% of the 13F portfolio, value $1,721,540.

    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 200,854 shares
    Change vs previous 13F -32,660 shares

    1.54% of the 13F portfolio, value $23,072,055.

    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 233,514 shares
    Change vs previous 13F -867 shares

    1.64% of the 13F portfolio, value $28,379,171.

    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 234,381 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $28,192,915.

    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).