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Disclosery

Ethic Inc.: EQH position timeline

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

Ethic Inc. held 48,097 EQH 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 48,097 shares
    Change vs previous 13F +9,633 shares

    0.03% of the 13F portfolio, value $2,110,513.

    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 38,464 shares
    Change vs previous 13F -12,139 shares

    0.02% of the 13F portfolio, value $1,427,392.

    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 50,603 shares
    Change vs previous 13F -16,094 shares

    0.04% of the 13F portfolio, value $2,411,229.

    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 66,697 shares
    Change vs previous 13F -25,454 shares

    0.06% of the 13F portfolio, value $3,386,858.

    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 92,151 shares
    Change vs previous 13F +8,477 shares

    0.09% of the 13F portfolio, value $5,156,742.

    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 83,674 shares
    Change vs previous 13F +2,654 shares

    0.09% of the 13F portfolio, value $4,375,336.

    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 81,020 shares
    Change vs previous 13F +5,951 shares

    0.08% of the 13F portfolio, value $3,821,692.

    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 75,069 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $2,853,383.

    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).