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Disclosery

Ellevest, Inc.: UL position timeline

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

Ellevest, Inc. held 16,972 UL 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 16,972 shares
    Change vs previous 13F +1,247 shares

    0.12% of the 13F portfolio, value $1,013,642.

    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 15,725 shares
    Change vs previous 13F +3,829 shares

    0.12% of the 13F portfolio, value $895,853.

    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 11,896 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $777,998.

    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).