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Disclosery

Ethic Inc.: CPA position timeline

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

Ethic Inc. held 46,801 CPA 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 46,801 shares
    Change vs previous 13F -153 shares

    0.09% of the 13F portfolio, value $7,280,832.

    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 46,954 shares
    Change vs previous 13F -587 shares

    0.08% of the 13F portfolio, value $5,334,444.

    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 47,541 shares
    Change vs previous 13F -452 shares

    0.09% of the 13F portfolio, value $5,733,920.

    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 47,993 shares
    Change vs previous 13F -2,280 shares

    0.09% of the 13F portfolio, value $5,702,528.

    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 50,273 shares
    Change vs previous 13F -7,442 shares

    0.1% of the 13F portfolio, value $5,431,495.

    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 57,715 shares
    Change vs previous 13F +403 shares

    0.11% of the 13F portfolio, value $5,265,917.

    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 57,312 shares
    Change vs previous 13F +4,508 shares

    0.1% of the 13F portfolio, value $5,036,579.

    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 52,804 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $5,500,065.

    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).