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Disclosery

Ethic Inc.: EXC position timeline

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

Ethic Inc. held 387,468 EXC 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 387,468 shares
    Change vs previous 13F +28,809 shares

    0.23% of the 13F portfolio, value $18,063,755.

    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 358,659 shares
    Change vs previous 13F +24,391 shares

    0.28% of the 13F portfolio, value $17,581,447.

    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 334,268 shares
    Change vs previous 13F +23,567 shares

    0.22% of the 13F portfolio, value $14,570,730.

    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 310,701 shares
    Change vs previous 13F +20,086 shares

    0.23% of the 13F portfolio, value $13,984,655.

    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 290,615 shares
    Change vs previous 13F +12,481 shares

    0.22% of the 13F portfolio, value $12,470,270.

    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 278,134 shares
    Change vs previous 13F +31,541 shares

    0.26% of the 13F portfolio, value $12,771,936.

    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 246,593 shares
    Change vs previous 13F +58,517 shares

    0.19% of the 13F portfolio, value $9,281,765.

    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 188,076 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $7,066,026.

    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).