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Disclosery

Ethic Inc.: EVR position timeline

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

Ethic Inc. held 1,389 EVR 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 1,389 shares
    Change vs previous 13F -183 shares

    0.01% of the 13F portfolio, value $474,281.

    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 1,572 shares
    Change vs previous 13F +202 shares

    0.01% of the 13F portfolio, value $469,127.

    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 1,370 shares
    Change vs previous 13F -89 shares

    0.01% of the 13F portfolio, value $466,283.

    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 1,459 shares
    Change vs previous 13F +136 shares

    0.01% of the 13F portfolio, value $492,249.

    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 1,323 shares
    Change vs previous 13F -902 shares

    0.01% of the 13F portfolio, value $355,817.

    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 2,225 shares
    Change vs previous 13F -1,378 shares

    0.01% of the 13F portfolio, value $445,959.

    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 3,603 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $998,717.

    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).