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Ethic Inc.: L position timeline

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

Ethic Inc. held 143,177 L 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 143,177 shares
    Change vs previous 13F +16,219 shares

    0.2% of the 13F portfolio, value $16,209,094.

    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 126,958 shares
    Change vs previous 13F -10,063 shares

    0.21% of the 13F portfolio, value $13,551,507.

    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 137,021 shares
    Change vs previous 13F +1,096 shares

    0.22% of the 13F portfolio, value $14,429,668.

    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 135,925 shares
    Change vs previous 13F -10,479 shares

    0.22% of the 13F portfolio, value $13,645,467.

    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 146,404 shares
    Change vs previous 13F +1,224 shares

    0.24% of the 13F portfolio, value $13,234,882.

    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 145,180 shares
    Change vs previous 13F -2,519 shares

    0.27% of the 13F portfolio, value $13,369,638.

    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 147,699 shares
    Change vs previous 13F -8,801 shares

    0.25% of the 13F portfolio, value $12,508,612.

    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 156,500 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $12,252,418.

    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).