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Disclosery

Ethic Inc.: CBSH position timeline

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

Ethic Inc. held 12,142 CBSH 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 12,142 shares
    Change vs previous 13F +854 shares

    0.01% of the 13F portfolio, value $701,206.

    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 11,288 shares
    Change vs previous 13F -1,158 shares

    0.01% of the 13F portfolio, value $555,353.

    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 12,446 shares
    Change vs previous 13F -77 shares

    0.01% of the 13F portfolio, value $651,418.

    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 12,523 shares
    Change vs previous 13F -5,946 shares

    0.01% of the 13F portfolio, value $748,349.

    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 18,469 shares
    Change vs previous 13F +4,331 shares

    0.02% of the 13F portfolio, value $1,146,551.

    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 14,138 shares
    Change vs previous 13F +417 shares

    0.02% of the 13F portfolio, value $878,665.

    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 13,721 shares
    Change vs previous 13F -5,751 shares

    0.02% of the 13F portfolio, value $854,935.

    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 19,472 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,035,900.

    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).