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Disclosery

Ethic Inc.: BEN position timeline

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

Ethic Inc. held 64,489 BEN 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 64,489 shares
    Change vs previous 13F +13,575 shares

    0.03% of the 13F portfolio, value $2,145,543.

    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 50,914 shares
    Change vs previous 13F -1,286 shares

    0.02% of the 13F portfolio, value $1,202,579.

    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 52,200 shares
    Change vs previous 13F -19,684 shares

    0.02% of the 13F portfolio, value $1,247,049.

    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 71,884 shares
    Change vs previous 13F -12,478 shares

    0.03% of the 13F portfolio, value $1,662,677.

    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 84,362 shares
    Change vs previous 13F +16,950 shares

    0.04% of the 13F portfolio, value $2,009,506.

    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 67,412 shares
    Change vs previous 13F -1,677 shares

    0.03% of the 13F portfolio, value $1,301,719.

    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 69,089 shares
    Change vs previous 13F +8,686 shares

    0.03% of the 13F portfolio, value $1,401,810.

    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 60,403 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,697,930.

    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).