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Disclosery

Ethic Inc.: CB position timeline

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

Ethic Inc. held 56,773 CB 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 56,773 shares
    Change vs previous 13F -13,448 shares

    0.24% of the 13F portfolio, value $19,344,727.

    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 70,221 shares
    Change vs previous 13F +5,531 shares

    0.36% of the 13F portfolio, value $22,886,992.

    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 64,690 shares
    Change vs previous 13F +7,520 shares

    0.31% of the 13F portfolio, value $20,191,032.

    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 57,170 shares
    Change vs previous 13F -655 shares

    0.27% of the 13F portfolio, value $16,136,206.

    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 57,825 shares
    Change vs previous 13F +188 shares

    0.3% of the 13F portfolio, value $16,487,132.

    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 57,637 shares
    Change vs previous 13F +186 shares

    0.35% of the 13F portfolio, value $17,371,858.

    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 57,451 shares
    Change vs previous 13F +18,371 shares

    0.32% of the 13F portfolio, value $15,873,646.

    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 39,080 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $10,126,919.

    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).