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Disclosery

Ethic Inc.: IX position timeline

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

Ethic Inc. held 30,338 IX 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 30,338 shares
    Change vs previous 13F +12,387 shares

    0.01% of the 13F portfolio, value $1,154,062.

    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 17,951 shares
    Change vs previous 13F +3,220 shares

    0.01% of the 13F portfolio, value $538,362.

    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 14,731 shares
    Change vs previous 13F +1,052 shares

    0.01% of the 13F portfolio, value $430,442.

    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 13,679 shares
    Change vs previous 13F +1,896 shares

    0.01% of the 13F portfolio, value $357,307.

    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 11,783 shares
    Change vs previous 13F +962 shares

    <0.01% of the 13F portfolio, value $261,475.

    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 10,821 shares
    Change vs previous 13F +8,783 shares

    <0.01% of the 13F portfolio, value $225,404.

    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 2,038 shares
    Change vs previous 13F -2,337 shares

    <0.01% of the 13F portfolio, value $216,499.

    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 4,375 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $482,125.

    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).