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Disclosery

Ethic Inc.: CART position timeline

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

Ethic Inc. held 48,235 CART 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 48,235 shares
    Change vs previous 13F +11,950 shares

    0.03% of the 13F portfolio, value $2,283,951.

    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 36,285 shares
    Change vs previous 13F +7,093 shares

    0.02% of the 13F portfolio, value $1,359,255.

    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 29,192 shares
    Change vs previous 13F -2,811 shares

    0.02% of the 13F portfolio, value $1,313,079.

    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 32,003 shares
    Change vs previous 13F -5,023 shares

    0.02% of the 13F portfolio, value $1,176,449.

    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 37,026 shares
    Change vs previous 13F +5,305 shares

    0.03% of the 13F portfolio, value $1,661,009.

    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 31,721 shares
    Change vs previous 13F +5,570 shares

    0.03% of the 13F portfolio, value $1,275,819.

    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 26,151 shares
    Change vs previous 13F +15,505 shares

    0.02% of the 13F portfolio, value $1,083,174.

    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 10,646 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $396,989.

    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).