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Ethic Inc.: CBL position timeline

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

Ethic Inc. held 12,065 CBL 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 12,065 shares
    Change vs previous 13F +2,808 shares

    0.01% of the 13F portfolio, value $640,520.

    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 9,257 shares
    Change vs previous 13F +766 shares

    0.01% of the 13F portfolio, value $355,747.

    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 8,491 shares
    Change vs previous 13F -3,947 shares

    <0.01% of the 13F portfolio, value $314,167.

    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 12,438 shares
    Change vs previous 13F -4,199 shares

    0.01% of the 13F portfolio, value $380,354.

    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 16,637 shares
    Change vs previous 13F -5,004 shares

    0.01% of the 13F portfolio, value $430,732.

    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 21,641 shares
    Change vs previous 13F +963 shares

    0.01% of the 13F portfolio, value $585,173.

    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 20,678 shares
    Change vs previous 13F +4,086 shares

    0.01% of the 13F portfolio, value $608,140.

    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 16,592 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $380,123.

    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).