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Disclosery

Ethic Inc.: ETHO position timeline

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

Ethic Inc. held 6,771 ETHO 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 6,771 shares
    Change vs previous 13F -132 shares

    0.01% of the 13F portfolio, value $545,810.

    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 6,903 shares
    Change vs previous 13F -204 shares

    0.01% of the 13F portfolio, value $456,134.

    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 7,107 shares
    Change vs previous 13F -54 shares

    0.01% of the 13F portfolio, value $464,087.

    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 7,161 shares
    Change vs previous 13F -188 shares

    0.01% of the 13F portfolio, value $456,050.

    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 7,349 shares
    Change vs previous 13F +196 shares

    0.01% of the 13F portfolio, value $427,874.

    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 7,153 shares
    Change vs previous 13F -565 shares

    0.01% of the 13F portfolio, value $393,487.

    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 7,718 shares
    Change vs previous 13F -2,310 shares

    0.01% of the 13F portfolio, value $461,083.

    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 10,028 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $586,528.

    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).