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Disclosery

Ethic Inc.: FERG position timeline

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

Ethic Inc. held 19,776 FERG 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 19,776 shares
    Change vs previous 13F -1,780 shares

    0.06% of the 13F portfolio, value $4,693,361.

    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 21,556 shares
    Change vs previous 13F -1,246 shares

    0.08% of the 13F portfolio, value $5,028,188.

    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 22,802 shares
    Change vs previous 13F +62 shares

    0.08% of the 13F portfolio, value $5,076,474.

    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 22,740 shares
    Change vs previous 13F +1,624 shares

    0.08% of the 13F portfolio, value $5,106,859.

    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 21,116 shares
    Change vs previous 13F +3,992 shares

    0.08% of the 13F portfolio, value $4,603,350.

    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 17,124 shares
    Change vs previous 13F -1,152 shares

    0.06% of the 13F portfolio, value $2,752,750.

    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 18,276 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $3,172,090.

    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).