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Ellevest, Inc.

SEC CIK
0001644128
Latest filing
Aug 10, 2026

SUM holding history

Summit Materials, 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.

SUM overviewAll 13F holders of SUMFull Q2 2026 holdings

Shares (Q1 2023)
0
Sold out in Q1 2023
Value
$0
% of portfolio
0.0%
Quarters held
8
Since Q1 2021
Holdings of SUM by Ellevest, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20230$00.0%−1,866−100.0%Sold outHolders
Q4 20221,866$53.0K<0.1%−1,064−36.3%ReducedHolders
Q3 20222,930$70.0K<0.1%+1,716+141.4%AddedHolders
Q2 20221,214$28.0K<0.1%+546+81.7%AddedHolders
Q1 2022668$21.0K<0.1%+154+30.0%AddedHolders
Q4 2021514$21.0K<0.1%+172+50.3%AddedHolders
Q3 2021342$11.0K<0.1%00.0%UnchangedHolders
Q2 2021342$12.0K<0.1%+3+0.9%AddedHolders
Q1 2021339$9.00K<0.1%––Holders

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