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Disclosery

Ellevest, Inc.: USFR position timeline

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

Ellevest, Inc. held 79,940 USFR 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 79,940 shares
    Change vs previous 13F -10,327 shares

    0.47% of the 13F portfolio, value $4,024,979.

    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 90,267 shares
    Change vs previous 13F -9,915 shares

    0.63% of the 13F portfolio, value $4,544,041.

    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 100,182 shares
    Change vs previous 13F -9,923 shares

    0.7% of the 13F portfolio, value $5,041,158.

    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 110,105 shares
    Change vs previous 13F 0 shares

    0.79% of the 13F portfolio, value $5,534,978.

    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 110,105 shares
    Change vs previous 13F -1,490 shares

    0.88% of the 13F portfolio, value $5,539,383.

    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 111,595 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $5,616,576.

    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 111,595 shares
    Change vs previous 13F -829 shares

    0.32% of the 13F portfolio, value $5,615,460.

    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 112,424 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $5,645,933.

    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).