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Ethic Inc.: BURL position timeline

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

Ethic Inc. held 3,377 BURL 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 3,377 shares
    Change vs previous 13F +144 shares

    0.01% of the 13F portfolio, value $1,069,745.

    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 3,233 shares
    Change vs previous 13F +180 shares

    0.02% of the 13F portfolio, value $1,051,963.

    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 3,053 shares
    Change vs previous 13F +24 shares

    0.01% of the 13F portfolio, value $881,859.

    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 3,029 shares
    Change vs previous 13F -383 shares

    0.01% of the 13F portfolio, value $770,880.

    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 3,412 shares
    Change vs previous 13F -337 shares

    0.01% of the 13F portfolio, value $786,910.

    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 3,749 shares
    Change vs previous 13F +225 shares

    0.02% of the 13F portfolio, value $909,845.

    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 3,524 shares
    Change vs previous 13F +1,751 shares

    0.02% of the 13F portfolio, value $1,004,551.

    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 1,773 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $411,673.

    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).