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Livermore
Livermore
ZHEN

Ellevest, Inc.

SEC CIK
0001644128
Latest filing
Aug 10, 2026

BR holding history

Broadridge Financial Solutions, 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.

BR overviewAll 13F holders of BRFull Q2 2026 holdings

Shares (Q2 2026)
3,049
Value
$418.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BR by Ellevest, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,049$418.0K<0.1%+168+5.8%AddedHolders
Q1 20262,881$468.1K0.1%+679+30.8%AddedHolders
Q4 20252,202$491.4K0.1%−262−10.6%ReducedHolders
Q3 20252,464$586.9K0.1%−219−8.2%ReducedHolders
Q2 20252,683$652.0K0.1%+87+3.4%AddedHolders
Q1 20252,596$629.4K<0.1%+142+5.8%AddedHolders
Q4 20242,454$554.8K<0.1%+125+5.4%AddedHolders
Q3 20242,329$500.8K<0.1%−52−2.2%ReducedHolders
Q2 20242,381$469.1K<0.1%+95+4.2%AddedHolders
Q1 20242,286$468.3K<0.1%+30+1.3%AddedHolders
Q4 20232,256$464.2K<0.1%+163+7.8%AddedHolders
Q3 20232,093$374.8K<0.1%+164+8.5%AddedHolders
Q2 20231,929$319.5K<0.1%+1,514+364.8%AddedHolders
Q1 2023415$60.8K<0.1%+397+2,205.6%AddedHolders
Q4 202218$2.41K<0.1%−538−96.8%ReducedHolders
Q3 2022556$80.0K<0.1%−114−17.0%ReducedHolders
Q2 2022670$96.0K<0.1%+409+156.7%AddedHolders
Q1 2022261$41.0K<0.1%−9−3.3%ReducedHolders
Q4 2021270$49.0K<0.1%+192+246.2%AddedHolders
Q3 202178$13.0K<0.1%+26+50.0%AddedHolders
Q2 202152$8.00K<0.1%+20+62.5%AddedHolders
Q1 202132$5.00K<0.1%––Holders

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