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Disclosery

Ethic Inc.: EPM position timeline

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

Ethic Inc. held 37,539 EPM 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 37,539 shares
    Change vs previous 13F -40,786 shares

    <0.01% of the 13F portfolio, value $138,144.

    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 78,325 shares
    Change vs previous 13F -31,518 shares

    0.01% of the 13F portfolio, value $358,728.

    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 109,843 shares
    Change vs previous 13F -7,147 shares

    0.01% of the 13F portfolio, value $388,846.

    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 116,990 shares
    Change vs previous 13F +19,666 shares

    0.01% of the 13F portfolio, value $563,892.

    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 97,324 shares
    Change vs previous 13F -42,876 shares

    0.01% of the 13F portfolio, value $479,805.

    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 140,200 shares
    Change vs previous 13F +12,937 shares

    0.01% of the 13F portfolio, value $717,825.

    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 127,263 shares
    Change vs previous 13F +27,714 shares

    0.01% of the 13F portfolio, value $665,585.

    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 99,549 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $611,229.

    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).