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Disclosery

Ethic Inc.: HLN position timeline

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

Ethic Inc. held 109,770 HLN 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 109,770 shares
    Change vs previous 13F +4,629 shares

    0.01% of the 13F portfolio, value $1,024,153.

    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 105,141 shares
    Change vs previous 13F +18,597 shares

    0.02% of the 13F portfolio, value $1,052,462.

    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 86,544 shares
    Change vs previous 13F -8,405 shares

    0.01% of the 13F portfolio, value $874,956.

    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 94,949 shares
    Change vs previous 13F +4,056 shares

    0.01% of the 13F portfolio, value $851,689.

    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 90,893 shares
    Change vs previous 13F -12,294 shares

    0.02% of the 13F portfolio, value $943,470.

    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 103,187 shares
    Change vs previous 13F -31,324 shares

    0.02% of the 13F portfolio, value $1,050,445.

    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 134,511 shares
    Change vs previous 13F -1,783 shares

    0.03% of the 13F portfolio, value $1,283,231.

    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 136,294 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,157,140.

    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).