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Disclosery

Ethic Inc.: AIZ position timeline

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

Ethic Inc. held 13,169 AIZ 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 13,169 shares
    Change vs previous 13F +1,037 shares

    0.04% of the 13F portfolio, value $3,536,261.

    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 12,132 shares
    Change vs previous 13F +1,888 shares

    0.04% of the 13F portfolio, value $2,642,543.

    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 10,244 shares
    Change vs previous 13F +750 shares

    0.04% of the 13F portfolio, value $2,467,259.

    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 9,494 shares
    Change vs previous 13F -774 shares

    0.03% of the 13F portfolio, value $2,056,334.

    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 10,268 shares
    Change vs previous 13F +1,269 shares

    0.04% of the 13F portfolio, value $2,021,199.

    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 8,999 shares
    Change vs previous 13F +984 shares

    0.04% of the 13F portfolio, value $1,903,877.

    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 8,015 shares
    Change vs previous 13F +1,101 shares

    0.03% of the 13F portfolio, value $1,709,003.

    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 6,914 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,301,516.

    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).