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Disclosery

Ethic Inc.: MSEX position timeline

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

Ethic Inc. held 4,082 MSEX 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 4,082 shares
    Change vs previous 13F -185 shares

    <0.01% of the 13F portfolio, value $229,253.

    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 4,267 shares
    Change vs previous 13F -266 shares

    <0.01% of the 13F portfolio, value $222,103.

    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 4,533 shares
    Change vs previous 13F -2,706 shares

    <0.01% of the 13F portfolio, value $228,558.

    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 7,239 shares
    Change vs previous 13F -4,021 shares

    0.01% of the 13F portfolio, value $391,775.

    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 11,260 shares
    Change vs previous 13F -7,694 shares

    0.01% of the 13F portfolio, value $613,756.

    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 18,954 shares
    Change vs previous 13F -4,713 shares

    0.02% of the 13F portfolio, value $1,218,204.

    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 23,667 shares
    Change vs previous 13F +13,226 shares

    0.03% of the 13F portfolio, value $1,245,576.

    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 10,441 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $548,159.

    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).