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Ethic Inc.: BKR position timeline

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

Ethic Inc. held 161,907 BKR 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 161,907 shares
    Change vs previous 13F +42,885 shares

    0.11% of the 13F portfolio, value $8,985,847.

    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 119,022 shares
    Change vs previous 13F +7,775 shares

    0.11% of the 13F portfolio, value $7,266,308.

    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 111,247 shares
    Change vs previous 13F -9,619 shares

    0.08% of the 13F portfolio, value $5,066,202.

    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 120,866 shares
    Change vs previous 13F -22,479 shares

    0.1% of the 13F portfolio, value $5,888,585.

    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 143,345 shares
    Change vs previous 13F +17,552 shares

    0.1% of the 13F portfolio, value $5,455,704.

    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 125,793 shares
    Change vs previous 13F -25,632 shares

    0.11% of the 13F portfolio, value $5,635,531.

    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 151,425 shares
    Change vs previous 13F +40,418 shares

    0.13% of the 13F portfolio, value $6,211,435.

    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 111,007 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,718,721.

    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).