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Ellevest, Inc.: SUSL position timeline

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

Ellevest, Inc. held 163,219 SUSL 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 163,219 shares
    Change vs previous 13F +7,215 shares

    2.55% of the 13F portfolio, value $21,669,000.

    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 156,004 shares
    Change vs previous 13F +7,545 shares

    2.46% of the 13F portfolio, value $17,722,417.

    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 148,459 shares
    Change vs previous 13F +5,179 shares

    2.49% of the 13F portfolio, value $18,003,014.

    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 143,280 shares
    Change vs previous 13F +15,520 shares

    2.4% of the 13F portfolio, value $16,770,105.

    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 127,760 shares
    Change vs previous 13F +8,424 shares

    2.21% of the 13F portfolio, value $13,842,841.

    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 119,336 shares
    Change vs previous 13F +8,565 shares

    0.76% of the 13F portfolio, value $11,433,577.

    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 110,771 shares
    Change vs previous 13F +6,860 shares

    0.66% of the 13F portfolio, value $11,413,823.

    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 103,911 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $10,549,039.

    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).