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Disclosery

Ethic Inc.: EIX position timeline

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

Ethic Inc. held 137,989 EIX 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 137,989 shares
    Change vs previous 13F +46,567 shares

    0.13% of the 13F portfolio, value $10,273,282.

    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 91,422 shares
    Change vs previous 13F -6,196 shares

    0.1% of the 13F portfolio, value $6,690,230.

    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 97,618 shares
    Change vs previous 13F -2,753 shares

    0.09% of the 13F portfolio, value $5,859,061.

    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 100,371 shares
    Change vs previous 13F -4,433 shares

    0.09% of the 13F portfolio, value $5,548,513.

    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 104,804 shares
    Change vs previous 13F +21,263 shares

    0.1% of the 13F portfolio, value $5,341,838.

    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 83,541 shares
    Change vs previous 13F -14,064 shares

    0.1% of the 13F portfolio, value $4,908,052.

    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 97,605 shares
    Change vs previous 13F +14,338 shares

    0.16% of the 13F portfolio, value $7,792,780.

    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 83,267 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $5,889,440.

    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).