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Ethic Inc.: EW position timeline

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

Ethic Inc. held 61,470 EW 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 61,470 shares
    Change vs previous 13F +2,881 shares

    0.07% of the 13F portfolio, value $5,560,609.

    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 58,589 shares
    Change vs previous 13F +9,610 shares

    0.07% of the 13F portfolio, value $4,691,836.

    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 48,979 shares
    Change vs previous 13F +4,403 shares

    0.06% of the 13F portfolio, value $4,175,460.

    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 44,576 shares
    Change vs previous 13F -10,056 shares

    0.06% of the 13F portfolio, value $3,466,676.

    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 54,632 shares
    Change vs previous 13F -1,536 shares

    0.08% of the 13F portfolio, value $4,272,769.

    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 56,168 shares
    Change vs previous 13F +15,775 shares

    0.08% of the 13F portfolio, value $4,036,794.

    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 40,393 shares
    Change vs previous 13F -6,231 shares

    0.06% of the 13F portfolio, value $2,990,294.

    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 46,624 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,455,389.

    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).