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Disclosery

Ellevest, Inc.: XYL position timeline

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

Ellevest, Inc. held 3,047 XYL 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 3,047 shares
    Change vs previous 13F -62 shares

    0.04% of the 13F portfolio, value $360,186.

    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 3,109 shares
    Change vs previous 13F +914 shares

    0.05% of the 13F portfolio, value $371,526.

    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 2,195 shares
    Change vs previous 13F -435 shares

    0.04% of the 13F portfolio, value $298,915.

    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 2,630 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $387,925.

    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).