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Ethic Inc.: BRO position timeline

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

Ethic Inc. held 40,562 BRO 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 40,562 shares
    Change vs previous 13F +3,965 shares

    0.03% of the 13F portfolio, value $2,602,081.

    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 36,597 shares
    Change vs previous 13F +13,151 shares

    0.04% of the 13F portfolio, value $2,386,495.

    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 23,446 shares
    Change vs previous 13F -1,149 shares

    0.03% of the 13F portfolio, value $1,868,676.

    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 24,595 shares
    Change vs previous 13F -5,464 shares

    0.04% of the 13F portfolio, value $2,306,801.

    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 30,059 shares
    Change vs previous 13F +1,784 shares

    0.06% of the 13F portfolio, value $3,293,877.

    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 28,275 shares
    Change vs previous 13F +3,848 shares

    0.07% of the 13F portfolio, value $3,509,158.

    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 24,427 shares
    Change vs previous 13F +5,079 shares

    0.05% of the 13F portfolio, value $2,492,073.

    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 19,348 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,693,750.

    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).