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Ethic Inc.: BAX position timeline

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

Ethic Inc. held 39,243 BAX 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 39,243 shares
    Change vs previous 13F +3,050 shares

    0.01% of the 13F portfolio, value $836,667.

    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 36,193 shares
    Change vs previous 13F -11,348 shares

    0.01% of the 13F portfolio, value $608,044.

    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 47,541 shares
    Change vs previous 13F +7,399 shares

    0.01% of the 13F portfolio, value $908,509.

    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 40,142 shares
    Change vs previous 13F -10,735 shares

    0.02% of the 13F portfolio, value $914,037.

    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 50,877 shares
    Change vs previous 13F -6,905 shares

    0.03% of the 13F portfolio, value $1,546,147.

    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 57,782 shares
    Change vs previous 13F +34,616 shares

    0.04% of the 13F portfolio, value $1,965,748.

    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 23,166 shares
    Change vs previous 13F +2,553 shares

    0.01% of the 13F portfolio, value $675,521.

    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 20,613 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $880,985.

    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).