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Disclosery

Ethic Inc.: CFR position timeline

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

Ethic Inc. held 3,681 CFR 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 3,681 shares
    Change vs previous 13F +129 shares

    0.01% of the 13F portfolio, value $568,746.

    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 3,552 shares
    Change vs previous 13F -2 shares

    0.01% of the 13F portfolio, value $486,929.

    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 3,554 shares
    Change vs previous 13F +240 shares

    0.01% of the 13F portfolio, value $450,010.

    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 3,314 shares
    Change vs previous 13F -209 shares

    0.01% of the 13F portfolio, value $420,103.

    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 3,523 shares
    Change vs previous 13F -839 shares

    0.01% of the 13F portfolio, value $454,250.

    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 4,362 shares
    Change vs previous 13F +389 shares

    0.01% of the 13F portfolio, value $539,623.

    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 3,973 shares
    Change vs previous 13F -572 shares

    0.01% of the 13F portfolio, value $533,377.

    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 4,545 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $511,631.

    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).