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Ellevest, Inc.

SEC CIK
0001644128
Latest filing
Aug 10, 2026

HQY holding history

Healthequity, 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.

HQY overviewAll 13F holders of HQYFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of HQY by Ellevest, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−24−100.0%Sold outHolders
Q1 202324$1.41K<0.1%−29−54.7%ReducedHolders
Q4 202253$3.27K<0.1%+52+5,200.0%AddedHolders
Q3 20221$00.0%−17−94.4%ReducedHolders
Q2 202218$1.00K<0.1%00.0%UnchangedHolders
Q1 202218$1.00K<0.1%+18NewHolders
Q4 20210$00.0%−2−100.0%Sold outHolders
Q3 20212$00.0%00.0%UnchangedHolders
Q2 20212$00.0%00.0%UnchangedHolders
Q1 20212$00.0%––Holders

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