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Ethic Inc.: ASR position timeline

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

Ethic Inc. held 1,397 ASR 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 1,397 shares
    Change vs previous 13F +35 shares

    0.01% of the 13F portfolio, value $428,435.

    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 1,362 shares
    Change vs previous 13F -211 shares

    0.01% of the 13F portfolio, value $457,835.

    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 1,573 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $508,623.

    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 1,573 shares
    Change vs previous 13F +291 shares

    0.01% of the 13F portfolio, value $508,632.

    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 1,282 shares
    Change vs previous 13F -280 shares

    0.01% of the 13F portfolio, value $400,658.

    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 1,562 shares
    Change vs previous 13F +322 shares

    0.01% of the 13F portfolio, value $435,523.

    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 1,240 shares
    Change vs previous 13F -119 shares

    0.01% of the 13F portfolio, value $319,525.

    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 1,359 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $433,086.

    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).