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Ethic Inc.: HGV position timeline

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

Ethic Inc. held 9,934 HGV 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 9,934 shares
    Change vs previous 13F -191 shares

    0.01% of the 13F portfolio, value $520,244.

    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 10,125 shares
    Change vs previous 13F -2,782 shares

    0.01% of the 13F portfolio, value $396,090.

    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 12,907 shares
    Change vs previous 13F +8,047 shares

    0.01% of the 13F portfolio, value $577,588.

    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 4,860 shares
    Change vs previous 13F -84 shares

    <0.01% of the 13F portfolio, value $203,197.

    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 4,944 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $206,165.

    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).