Skip to content
Disclosery

Ethic Inc.: CVS position timeline

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

Ethic Inc. held 45,334 CVS 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 45,334 shares
    Change vs previous 13F +3,266 shares

    0.06% of the 13F portfolio, value $4,689,765.

    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 42,068 shares
    Change vs previous 13F +1,785 shares

    0.05% of the 13F portfolio, value $3,021,308.

    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 40,283 shares
    Change vs previous 13F +2,096 shares

    0.05% of the 13F portfolio, value $3,196,896.

    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 38,187 shares
    Change vs previous 13F +4,636 shares

    0.05% of the 13F portfolio, value $2,878,921.

    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 33,551 shares
    Change vs previous 13F +505 shares

    0.04% of the 13F portfolio, value $2,297,911.

    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 33,046 shares
    Change vs previous 13F -15,951 shares

    0.05% of the 13F portfolio, value $2,246,458.

    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 48,997 shares
    Change vs previous 13F -15,035 shares

    0.04% of the 13F portfolio, value $2,199,460.

    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 64,032 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $5,107,198.

    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).