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Ellevest, Inc.: VTR position timeline

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

Ellevest, Inc. held 7,929 VTR 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 7,929 shares
    Change vs previous 13F +1,252 shares

    0.08% of the 13F portfolio, value $702,874.

    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 6,677 shares
    Change vs previous 13F -454 shares

    0.08% of the 13F portfolio, value $546,045.

    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 7,131 shares
    Change vs previous 13F +1,981 shares

    0.08% of the 13F portfolio, value $551,797.

    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 5,150 shares
    Change vs previous 13F -2,601 shares

    0.05% of the 13F portfolio, value $360,449.

    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 7,751 shares
    Change vs previous 13F -764 shares

    0.08% of the 13F portfolio, value $489,476.

    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 8,515 shares
    Change vs previous 13F +768 shares

    0.04% of the 13F portfolio, value $585,491.

    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 7,747 shares
    Change vs previous 13F +2,474 shares

    0.03% of the 13F portfolio, value $456,221.

    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 5,273 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $338,157.

    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).