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Ethic Inc.: HWM position timeline

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

Ethic Inc. held 48,676 HWM 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 48,676 shares
    Change vs previous 13F +4,817 shares

    0.16% of the 13F portfolio, value $13,086,967.

    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 43,859 shares
    Change vs previous 13F -2,718 shares

    0.16% of the 13F portfolio, value $10,107,777.

    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 46,577 shares
    Change vs previous 13F +1,010 shares

    0.15% of the 13F portfolio, value $9,549,228.

    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 45,567 shares
    Change vs previous 13F -635 shares

    0.15% of the 13F portfolio, value $8,941,550.

    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 46,202 shares
    Change vs previous 13F +1,300 shares

    0.15% of the 13F portfolio, value $8,542,682.

    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 44,902 shares
    Change vs previous 13F -1,294 shares

    0.12% of the 13F portfolio, value $5,917,132.

    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 46,196 shares
    Change vs previous 13F -2,308 shares

    0.1% of the 13F portfolio, value $5,052,406.

    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 48,504 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,318,527.

    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).