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Ethic Inc.: ERIC position timeline

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

Ethic Inc. held 297,588 ERIC 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 297,588 shares
    Change vs previous 13F +26,251 shares

    0.04% of the 13F portfolio, value $3,318,103.

    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 271,337 shares
    Change vs previous 13F -6,641 shares

    0.05% of the 13F portfolio, value $3,057,963.

    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 277,978 shares
    Change vs previous 13F +17,864 shares

    0.04% of the 13F portfolio, value $2,682,486.

    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 260,114 shares
    Change vs previous 13F +12,155 shares

    0.04% of the 13F portfolio, value $2,151,140.

    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 247,959 shares
    Change vs previous 13F -26,653 shares

    0.04% of the 13F portfolio, value $2,092,771.

    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 274,612 shares
    Change vs previous 13F +1,198 shares

    0.04% of the 13F portfolio, value $2,139,231.

    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 273,414 shares
    Change vs previous 13F +106,980 shares

    0.04% of the 13F portfolio, value $2,203,717.

    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 166,434 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $917,049.

    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).