Ellevest, Inc.

SEC CIK: 0001644128
Latest filing: Aug 10, 2026

SEC filings (opens in a new tab)

LOB holding history

Live Oak Bancshares, 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.

LOB overview All 13F holders of LOB Full Q2 2026 holdings

Shares (Q2 2023): 0; Sold out in Q2 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2022

Holdings of LOB by Ellevest, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2023	0	$0	0.0%	−41−100.0%	Sold out	Holders
Q1 2023	41	$999	<0.1%	−322−88.7%	Reduced	Holders
Q4 2022	363	$11.0K	<0.1%	+363	New	Holders
Q3 2022	0	$0	0.0%	−16−100.0%	Sold out	Holders
Q2 2022	16	$1.00K	<0.1%	+16	New	Holders