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Disclosery

Ethic Inc.: LPL position timeline

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

Ethic Inc. held 411,623 LPL 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 411,623 shares
    Change vs previous 13F -181,025 shares

    0.02% of the 13F portfolio, value $1,601,213.

    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 592,648 shares
    Change vs previous 13F +131,504 shares

    0.04% of the 13F portfolio, value $2,299,474.

    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 461,144 shares
    Change vs previous 13F +58,469 shares

    0.03% of the 13F portfolio, value $1,941,416.

    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 402,675 shares
    Change vs previous 13F +143,002 shares

    0.03% of the 13F portfolio, value $2,101,963.

    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 259,673 shares
    Change vs previous 13F +95,675 shares

    0.02% of the 13F portfolio, value $903,662.

    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 163,998 shares
    Change vs previous 13F +76,633 shares

    0.01% of the 13F portfolio, value $505,114.

    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 87,365 shares
    Change vs previous 13F +6,802 shares

    0.01% of the 13F portfolio, value $268,211.

    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 80,563 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $329,578.

    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).