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Ellevest, Inc.

SEC CIK
0001644128
Latest filing
Aug 10, 2026

AIZ holding history

Assurant, Inc. in every 13F filed by Ellevest, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AIZ overviewAll 13F holders of AIZFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of AIZ by Ellevest, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−244−100.0%Sold outHolders
Q1 2023244$29.3K<0.1%+229+1,526.7%AddedHolders
Q4 202215$1.88K<0.1%−34−69.4%ReducedHolders
Q3 202249$7.00K<0.1%+35+250.0%AddedHolders
Q2 202214$2.00K<0.1%00.0%UnchangedHolders
Q1 202214$3.00K<0.1%00.0%UnchangedHolders
Q4 202114$2.00K<0.1%00.0%UnchangedHolders
Q3 202114$2.00K<0.1%−7−33.3%ReducedHolders
Q2 202121$3.00K<0.1%−23−52.3%ReducedHolders
Q1 202144$6.00K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.