Ellevest, Inc.: WY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ellevest, Inc. on WY, newest first. How the timeline and the estimate are built.
Ellevest, Inc. held 10,288 WY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 10,288 sharesChange vs previous 13F -4,290 shares
0.03% of the 13F portfolio, value $246,295.
13F-HR 0001644128-26-000007 filed by Ellevest, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 14,578 sharesChange vs previous 13F +3,262 shares
0.05% of the 13F portfolio, value $356,141.
13F-HR 0001644128-26-000002 filed by Ellevest, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,316 sharesChange vs previous 13F -6,855 shares
0.04% of the 13F portfolio, value $268,076.
13F-HR 0001644128-26-000001 filed by Ellevest, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 18,171 sharesChange vs previous 13F +6,871 shares
0.06% of the 13F portfolio, value $450,459.
13F-HR 0001172661-25-005124 filed by Ellevest, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,300 sharesChange vs previous 13F -9,134 shares
0.05% of the 13F portfolio, value $290,297.
13F-HR 0001172661-25-002885 filed by Ellevest, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20,434 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $598,308.
13F-HR 0001172661-25-001820 filed by Ellevest, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).