Ellevest, Inc.

Business address
228 Park Ave S., Pmb 94934, New York, NY, 10003-1502
Top securities (13F)
VTI, FRDM, VEA, BND, ESGD, VWO, AAPL, SUSL, SUB, MSFT, NFLX, MUB, NVDA, VTV, META, VB, AMZN, VO, GOOGL, and EMB
State of incorporation
DE
Fiscal year end
December 31
Former names
Ellevate Financial, Inc. (to 04 Jun 2015)
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Ellevest, Inc. has filed 37 SEC EDGAR filings since 04 Jun 2015

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing 02 Dec 2025 30 Jun 2025 028-18979
13F-HR Open Document Open Filing 14 Nov 2025 30 Sep 2025 028-18979
13F-HR Open Document Open Filing 05 Aug 2025 30 Jun 2025 028-18979
13F-HR Open Document Open Filing 14 May 2025 31 Mar 2025 028-18979
13F-HR Open Document Open Filing 14 Feb 2025 31 Dec 2024 028-18979
13F-HR Open Document Open Filing 13 Nov 2024 30 Sep 2024 028-18979
N-PX Open Document Open Filing 30 Oct 2024 30 Jun 2024 028-18979
13F-HR Open Document Open Filing 14 Aug 2024 30 Jun 2024 028-18979
13F-HR Open Document Open Filing 13 May 2024 31 Mar 2024 028-18979
13F-HR Open Document Open Filing 06 Feb 2024 31 Dec 2023 028-18979
13F-HR Open Document Open Filing 09 Nov 2023 30 Sep 2023 028-18979
13F-HR Open Document Open Filing 09 Aug 2023 30 Jun 2023 028-18979
13F-HR Open Document Open Filing 04 May 2023 31 Mar 2023 028-18979
13F-HR Open Document Open Filing 03 Feb 2023 31 Dec 2022 028-18979
13F-HR Open Document Open Filing 02 Nov 2022 30 Sep 2022 028-18979
13F-HR Open Document Open Filing 18 Jul 2022 30 Jun 2022 028-18979
13F-HR Open Document Open Filing 19 Apr 2022 31 Mar 2022 028-18979
13F-HR Open Document Open Filing 24 Jan 2022 31 Dec 2021 028-18979
13F-HR Open Document Open Filing 19 Oct 2021 30 Sep 2021 028-18979
13F-HR Open Document Open Filing 13 Jul 2021 30 Jun 2021 028-18979
13F-HR Open Document Open Filing 03 May 2021 31 Mar 2021 028-18979
13F-HR Open Document Open Filing 04 Feb 2021 31 Dec 2020 028-18979
D Open Document Open Filing 13 Nov 2020 021-380467
13F-HR Open Document Open Filing 26 Oct 2020 30 Sep 2020 028-18979
13F-HR Open Document Open Filing 06 Jul 2020 30 Jun 2020 028-18979
13F-HR Open Document Open Filing 13 Apr 2020 31 Mar 2020 028-18979
13F-HR Open Document Open Filing 05 Feb 2020 31 Dec 2019 028-18979
13F-HR Open Document Open Filing 08 Oct 2019 30 Sep 2019 028-18979
13F-HR Open Document Open Filing 20 Aug 2019 30 Jun 2019 028-18979
D/A Open Document Open Filing 13 Aug 2019 021-335667
13F-HR Open Document Open Filing 01 May 2019 31 Mar 2019 028-18979
D/A Open Document Open Filing 28 Mar 2019 021-335667
D Open Document Open Filing 26 Mar 2019 021-335667
13F-HR Open Document Open Filing 25 Jan 2019 31 Dec 2018 028-18979
D Open Document Open Filing 25 Oct 2018 021-324351
D Open Document Open Filing 23 Aug 2017 021-293334
D Open Document Open Filing 04 Jun 2015 021-241148