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Disclosery

Ethic Inc.: BR position timeline

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

Ethic Inc. held 18,289 BR 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 18,289 shares
    Change vs previous 13F -3,650 shares

    0.03% of the 13F portfolio, value $2,504,640.

    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 21,939 shares
    Change vs previous 13F -1,605 shares

    0.06% of the 13F portfolio, value $3,564,711.

    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 23,544 shares
    Change vs previous 13F -4,635 shares

    0.08% of the 13F portfolio, value $5,254,385.

    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 28,179 shares
    Change vs previous 13F -1,919 shares

    0.11% of the 13F portfolio, value $6,711,281.

    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 30,098 shares
    Change vs previous 13F +1,730 shares

    0.13% of the 13F portfolio, value $7,206,914.

    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 28,368 shares
    Change vs previous 13F +4,040 shares

    0.14% of the 13F portfolio, value $6,942,320.

    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 24,328 shares
    Change vs previous 13F +1,483 shares

    0.11% of the 13F portfolio, value $5,500,214.

    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 22,845 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,680,082.

    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).