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Ethic Inc.: CFG position timeline

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

Ethic Inc. held 75,956 CFG 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 75,956 shares
    Change vs previous 13F +3,414 shares

    0.07% of the 13F portfolio, value $5,322,256.

    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 72,542 shares
    Change vs previous 13F +1,019 shares

    0.07% of the 13F portfolio, value $4,350,343.

    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 71,523 shares
    Change vs previous 13F +9,758 shares

    0.06% of the 13F portfolio, value $4,177,664.

    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 61,765 shares
    Change vs previous 13F +14,609 shares

    0.05% of the 13F portfolio, value $3,283,431.

    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 47,156 shares
    Change vs previous 13F -7,639 shares

    0.04% of the 13F portfolio, value $2,095,128.

    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 54,795 shares
    Change vs previous 13F +458 shares

    0.05% of the 13F portfolio, value $2,224,127.

    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 54,337 shares
    Change vs previous 13F -16,927 shares

    0.05% of the 13F portfolio, value $2,377,805.

    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 71,264 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,586,170.

    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).