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Ethic Inc.: AEG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ethic Inc. on AEG, newest first. How the timeline and the estimate are built.

Ethic Inc. held 250,678 AEG shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 250,678 shares
    Change vs previous 13F -8,702 shares

    0.03% of the 13F portfolio, value $2,115,722.

    13F-HR 0001780570-26-000005 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 259,380 shares
    Change vs previous 13F -890 shares

    0.03% of the 13F portfolio, value $1,883,100.

    13F-HR 0001780570-26-000004 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 260,270 shares
    Change vs previous 13F +18,708 shares

    0.03% of the 13F portfolio, value $2,006,684.

    13F-HR 0001780570-26-000002 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 241,562 shares
    Change vs previous 13F -6,407 shares

    0.03% of the 13F portfolio, value $1,930,083.

    13F-HR 0001780570-25-000008 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 247,969 shares
    Change vs previous 13F -54,950 shares

    0.03% of the 13F portfolio, value $1,795,297.

    13F-HR 0001780570-25-000005 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 302,919 shares
    Change vs previous 13F -33,536 shares

    0.04% of the 13F portfolio, value $2,005,326.

    13F-HR 0001780570-25-000003 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 336,455 shares
    Change vs previous 13F -12,141 shares

    0.04% of the 13F portfolio, value $1,981,722.

    13F-HR 0001780570-25-000002 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 348,596 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,109,006.

    13F-HR 0001780570-24-000010 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).