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Disclosery

Ethic Inc.: CHTR position timeline

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

Ethic Inc. held 3,621 CHTR 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 3,621 shares
    Change vs previous 13F -602 shares

    0.01% of the 13F portfolio, value $514,942.

    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 4,223 shares
    Change vs previous 13F +1,511 shares

    0.01% of the 13F portfolio, value $911,661.

    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 2,712 shares
    Change vs previous 13F -122 shares

    0.01% of the 13F portfolio, value $566,130.

    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 2,834 shares
    Change vs previous 13F -4,563 shares

    0.01% of the 13F portfolio, value $779,785.

    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 7,397 shares
    Change vs previous 13F -317 shares

    0.05% of the 13F portfolio, value $2,965,967.

    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 7,714 shares
    Change vs previous 13F -391 shares

    0.06% of the 13F portfolio, value $2,861,192.

    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 8,105 shares
    Change vs previous 13F +266 shares

    0.06% of the 13F portfolio, value $2,778,144.

    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 7,839 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,278,249.

    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).