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Disclosery

Ethic Inc.: IBM position timeline

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

Ethic Inc. held 132,007 IBM 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 132,007 shares
    Change vs previous 13F +5,522 shares

    0.46% of the 13F portfolio, value $37,121,715.

    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 126,485 shares
    Change vs previous 13F +323 shares

    0.48% of the 13F portfolio, value $30,658,678.

    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 126,162 shares
    Change vs previous 13F +4,385 shares

    0.57% of the 13F portfolio, value $37,370,429.

    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 121,777 shares
    Change vs previous 13F -9,643 shares

    0.57% of the 13F portfolio, value $34,360,667.

    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 131,420 shares
    Change vs previous 13F +3,262 shares

    0.68% of the 13F portfolio, value $38,072,401.

    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 128,158 shares
    Change vs previous 13F +4,820 shares

    0.65% of the 13F portfolio, value $32,083,127.

    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 123,338 shares
    Change vs previous 13F +9,256 shares

    0.55% of the 13F portfolio, value $27,113,323.

    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 114,082 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $21,785,122.

    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).