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Disclosery

Ethic Inc.: C position timeline

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

Ethic Inc. held 135,864 C 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 135,864 shares
    Change vs previous 13F +7,936 shares

    0.24% of the 13F portfolio, value $19,015,556.

    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 127,928 shares
    Change vs previous 13F +5,936 shares

    0.23% of the 13F portfolio, value $14,508,333.

    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 121,992 shares
    Change vs previous 13F +1,176 shares

    0.22% of the 13F portfolio, value $14,235,189.

    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 120,816 shares
    Change vs previous 13F -1,759 shares

    0.2% of the 13F portfolio, value $12,262,864.

    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 122,575 shares
    Change vs previous 13F +1,710 shares

    0.19% of the 13F portfolio, value $10,342,908.

    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 120,865 shares
    Change vs previous 13F -3,480 shares

    0.17% of the 13F portfolio, value $8,525,785.

    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 124,345 shares
    Change vs previous 13F +23,303 shares

    0.18% of the 13F portfolio, value $8,752,629.

    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 101,042 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $6,389,891.

    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).