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Disclosery

Ethic Inc.: CMS position timeline

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

Ethic Inc. held 51,166 CMS 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 51,166 shares
    Change vs previous 13F +41,030 shares

    0.05% of the 13F portfolio, value $3,914,216.

    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 10,136 shares
    Change vs previous 13F +1,337 shares

    0.01% of the 13F portfolio, value $786,314.

    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 8,799 shares
    Change vs previous 13F +1,392 shares

    0.01% of the 13F portfolio, value $615,319.

    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 7,407 shares
    Change vs previous 13F +874 shares

    0.01% of the 13F portfolio, value $542,665.

    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 6,533 shares
    Change vs previous 13F +852 shares

    0.01% of the 13F portfolio, value $450,823.

    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 5,681 shares
    Change vs previous 13F +633 shares

    0.01% of the 13F portfolio, value $426,901.

    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 5,048 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $336,452.

    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).