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Disclosery

Ethic Inc.: JEF position timeline

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

Ethic Inc. held 5,606 JEF 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 5,606 shares
    Change vs previous 13F -409 shares

    <0.01% of the 13F portfolio, value $280,185.

    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 6,015 shares
    Change vs previous 13F -1,823 shares

    <0.01% of the 13F portfolio, value $248,257.

    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 7,838 shares
    Change vs previous 13F -689 shares

    0.01% of the 13F portfolio, value $485,747.

    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 8,527 shares
    Change vs previous 13F -450 shares

    0.01% of the 13F portfolio, value $557,862.

    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 8,977 shares
    Change vs previous 13F -6,279 shares

    0.01% of the 13F portfolio, value $500,452.

    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 15,256 shares
    Change vs previous 13F -525 shares

    0.02% of the 13F portfolio, value $816,828.

    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 15,781 shares
    Change vs previous 13F +10,484 shares

    0.02% of the 13F portfolio, value $1,237,216.

    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 5,297 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $233,579.

    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).