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Disclosery

Ethic Inc.: BKU position timeline

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

Ethic Inc. held 5,523 BKU 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 5,523 shares
    Change vs previous 13F -47 shares

    <0.01% of the 13F portfolio, value $267,589.

    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 5,570 shares
    Change vs previous 13F -134 shares

    <0.01% of the 13F portfolio, value $251,541.

    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 5,704 shares
    Change vs previous 13F -322 shares

    <0.01% of the 13F portfolio, value $254,214.

    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 6,026 shares
    Change vs previous 13F -1,236 shares

    <0.01% of the 13F portfolio, value $229,938.

    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 7,262 shares
    Change vs previous 13F -2,640 shares

    <0.01% of the 13F portfolio, value $258,801.

    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 9,902 shares
    Change vs previous 13F -265 shares

    0.01% of the 13F portfolio, value $336,980.

    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 10,167 shares
    Change vs previous 13F +2,075 shares

    0.01% of the 13F portfolio, value $388,088.

    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 8,092 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $226,579.

    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).