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Disclosery

Ethic Inc.: IR position timeline

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

Ethic Inc. held 55,853 IR 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 55,853 shares
    Change vs previous 13F -9,486 shares

    0.06% of the 13F portfolio, value $4,579,414.

    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 65,339 shares
    Change vs previous 13F -473 shares

    0.08% of the 13F portfolio, value $5,234,941.

    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 65,812 shares
    Change vs previous 13F +11,822 shares

    0.08% of the 13F portfolio, value $5,213,624.

    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 53,990 shares
    Change vs previous 13F -30,596 shares

    0.07% of the 13F portfolio, value $4,460,620.

    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 84,586 shares
    Change vs previous 13F +6,399 shares

    0.13% of the 13F portfolio, value $7,128,089.

    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 78,187 shares
    Change vs previous 13F -2,829 shares

    0.13% of the 13F portfolio, value $6,302,615.

    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 81,016 shares
    Change vs previous 13F +9,800 shares

    0.15% of the 13F portfolio, value $7,328,739.

    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 71,216 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $6,761,945.

    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).