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Disclosery

Ethic Inc.: EXEL position timeline

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

Ethic Inc. held 14,486 EXEL 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 14,486 shares
    Change vs previous 13F +940 shares

    0.01% of the 13F portfolio, value $788,194.

    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 13,546 shares
    Change vs previous 13F +362 shares

    0.01% of the 13F portfolio, value $580,997.

    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 13,184 shares
    Change vs previous 13F +4,335 shares

    0.01% of the 13F portfolio, value $577,855.

    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 8,849 shares
    Change vs previous 13F -460 shares

    0.01% of the 13F portfolio, value $365,464.

    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 9,309 shares
    Change vs previous 13F -1,285 shares

    0.01% of the 13F portfolio, value $406,524.

    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 10,594 shares
    Change vs previous 13F +442 shares

    0.01% of the 13F portfolio, value $385,516.

    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 10,152 shares
    Change vs previous 13F -135 shares

    0.01% of the 13F portfolio, value $338,062.

    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 10,287 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $244,111.

    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).