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Ellevest, Inc.

SEC CIK
0001644128
Latest filing
Aug 10, 2026

SMAR holding history

Smartsheet 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.

SMAR overviewAll 13F holders of SMARFull 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 SMAR by Ellevest, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−168−100.0%Sold outHolders
Q1 2023168$8.03K<0.1%+60+55.6%AddedHolders
Q4 2022108$4.25K<0.1%−336−75.7%ReducedHolders
Q3 2022444$15.0K<0.1%−586−56.9%ReducedHolders
Q2 20221,030$32.0K<0.1%+947+1,141.0%AddedHolders
Q1 202283$5.00K<0.1%−42−33.6%ReducedHolders
Q4 2021125$10.0K<0.1%+55+78.6%AddedHolders
Q3 202170$5.00K<0.1%00.0%UnchangedHolders
Q2 202170$5.00K<0.1%+61+677.8%AddedHolders
Q1 20219$1.00K<0.1%––Holders

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