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Disclosery

Ethic Inc.: DOCU position timeline

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

Ethic Inc. held 6,979 DOCU 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 6,979 shares
    Change vs previous 13F -401 shares

    <0.01% of the 13F portfolio, value $310,007.

    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 7,380 shares
    Change vs previous 13F -513 shares

    0.01% of the 13F portfolio, value $349,886.

    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 7,893 shares
    Change vs previous 13F +3,348 shares

    0.01% of the 13F portfolio, value $539,881.

    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 4,545 shares
    Change vs previous 13F -9,932 shares

    0.01% of the 13F portfolio, value $327,649.

    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 14,477 shares
    Change vs previous 13F -8 shares

    0.02% of the 13F portfolio, value $1,107,056.

    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 14,485 shares
    Change vs previous 13F +10,691 shares

    0.02% of the 13F portfolio, value $1,197,765.

    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 3,794 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $341,232.

    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).