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Disclosery

Ethic Inc.: ED position timeline

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

Ethic Inc. held 162,939 ED 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 162,939 shares
    Change vs previous 13F -1,960 shares

    0.22% of the 13F portfolio, value $18,025,926.

    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 164,899 shares
    Change vs previous 13F +11,091 shares

    0.29% of the 13F portfolio, value $18,663,233.

    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 153,808 shares
    Change vs previous 13F +9,577 shares

    0.23% of the 13F portfolio, value $15,276,252.

    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 144,231 shares
    Change vs previous 13F +3,599 shares

    0.24% of the 13F portfolio, value $14,498,103.

    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 140,632 shares
    Change vs previous 13F +34,628 shares

    0.25% of the 13F portfolio, value $13,803,077.

    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 106,004 shares
    Change vs previous 13F +68,129 shares

    0.24% of the 13F portfolio, value $11,666,802.

    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 37,875 shares
    Change vs previous 13F +13,945 shares

    0.07% of the 13F portfolio, value $3,379,552.

    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 23,930 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,173,065.

    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).