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Disclosery

Ethic Inc.: MO position timeline

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

Ethic Inc. held 43,342 MO 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 43,342 shares
    Change vs previous 13F -2,673 shares

    0.04% of the 13F portfolio, value $3,118,491.

    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 46,015 shares
    Change vs previous 13F +5,264 shares

    0.05% of the 13F portfolio, value $3,036,545.

    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 40,751 shares
    Change vs previous 13F -7,948 shares

    0.04% of the 13F portfolio, value $2,349,698.

    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 48,699 shares
    Change vs previous 13F +8,939 shares

    0.05% of the 13F portfolio, value $3,217,064.

    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 39,760 shares
    Change vs previous 13F +3,240 shares

    0.04% of the 13F portfolio, value $2,335,919.

    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 36,520 shares
    Change vs previous 13F +5,888 shares

    0.04% of the 13F portfolio, value $2,146,996.

    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 30,632 shares
    Change vs previous 13F +13,991 shares

    0.03% of the 13F portfolio, value $1,601,764.

    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 16,641 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $725,890.

    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).