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Ethic Inc.: BX position timeline

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

Ethic Inc. held 76,426 BX 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 76,426 shares
    Change vs previous 13F +13,012 shares

    0.11% of the 13F portfolio, value $8,993,098.

    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 63,414 shares
    Change vs previous 13F -8,707 shares

    0.11% of the 13F portfolio, value $7,291,956.

    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 72,121 shares
    Change vs previous 13F +2,400 shares

    0.17% of the 13F portfolio, value $11,116,741.

    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 69,721 shares
    Change vs previous 13F -3,413 shares

    0.2% of the 13F portfolio, value $11,911,892.

    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 73,134 shares
    Change vs previous 13F +9,449 shares

    0.2% of the 13F portfolio, value $11,051,326.

    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 63,685 shares
    Change vs previous 13F +3,125 shares

    0.18% of the 13F portfolio, value $9,094,288.

    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 60,560 shares
    Change vs previous 13F +25,239 shares

    0.21% of the 13F portfolio, value $10,441,672.

    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 35,321 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,640,165.

    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).