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Ethic Inc.: MLM position timeline

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

Ethic Inc. held 11,767 MLM 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 11,767 shares
    Change vs previous 13F -435 shares

    0.08% of the 13F portfolio, value $6,785,952.

    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 12,202 shares
    Change vs previous 13F +1,458 shares

    0.11% of the 13F portfolio, value $7,183,306.

    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 10,744 shares
    Change vs previous 13F +2,889 shares

    0.1% of the 13F portfolio, value $6,690,058.

    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 7,855 shares
    Change vs previous 13F +235 shares

    0.08% of the 13F portfolio, value $4,951,073.

    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 7,620 shares
    Change vs previous 13F +1,241 shares

    0.08% of the 13F portfolio, value $4,191,127.

    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 6,379 shares
    Change vs previous 13F +118 shares

    0.06% of the 13F portfolio, value $3,091,210.

    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 6,261 shares
    Change vs previous 13F -1,655 shares

    0.07% of the 13F portfolio, value $3,233,968.

    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 7,916 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $4,860,252.

    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).