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Disclosery

Ethic Inc.: INVH position timeline

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

Ethic Inc. held 51,805 INVH 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 51,805 shares
    Change vs previous 13F +9,126 shares

    0.02% of the 13F portfolio, value $1,565,014.

    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 42,679 shares
    Change vs previous 13F +6,298 shares

    0.02% of the 13F portfolio, value $1,060,581.

    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 36,381 shares
    Change vs previous 13F +12,772 shares

    0.02% of the 13F portfolio, value $1,011,037.

    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 23,609 shares
    Change vs previous 13F -13,962 shares

    0.01% of the 13F portfolio, value $692,441.

    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 37,571 shares
    Change vs previous 13F +9,093 shares

    0.02% of the 13F portfolio, value $1,229,332.

    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 28,478 shares
    Change vs previous 13F -7,590 shares

    0.02% of the 13F portfolio, value $983,927.

    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 36,068 shares
    Change vs previous 13F -9,826 shares

    0.02% of the 13F portfolio, value $1,153,105.

    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 45,894 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,634,276.

    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).