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Disclosery

Ethic Inc.: IBKR position timeline

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

Ethic Inc. held 39,402 IBKR 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 39,402 shares
    Change vs previous 13F -3,747 shares

    0.04% of the 13F portfolio, value $3,429,532.

    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 43,149 shares
    Change vs previous 13F +226 shares

    0.05% of the 13F portfolio, value $2,894,026.

    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 42,923 shares
    Change vs previous 13F +6,054 shares

    0.04% of the 13F portfolio, value $2,760,349.

    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 36,869 shares
    Change vs previous 13F -4,043 shares

    0.04% of the 13F portfolio, value $2,536,950.

    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 40,912 shares
    Change vs previous 13F +31,230 shares

    0.04% of the 13F portfolio, value $2,207,604.

    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 9,682 shares
    Change vs previous 13F +1,006 shares

    0.03% of the 13F portfolio, value $1,675,800.

    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 8,676 shares
    Change vs previous 13F +4,745 shares

    0.03% of the 13F portfolio, value $1,532,768.

    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 3,931 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $439,057.

    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).