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Disclosery

Ethic Inc.: MSFT position timeline

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

Ethic Inc. held 790,780 MSFT 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 790,780 shares
    Change vs previous 13F +77,633 shares

    3.68% of the 13F portfolio, value $294,976,581.

    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 713,147 shares
    Change vs previous 13F +9,782 shares

    4.13% of the 13F portfolio, value $263,985,666.

    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 703,365 shares
    Change vs previous 13F +37,390 shares

    5.23% of the 13F portfolio, value $340,161,495.

    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 665,975 shares
    Change vs previous 13F -18,926 shares

    5.68% of the 13F portfolio, value $344,941,744.

    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 684,901 shares
    Change vs previous 13F +43,217 shares

    6.08% of the 13F portfolio, value $339,669,763.

    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 641,684 shares
    Change vs previous 13F +40,733 shares

    4.97% of the 13F portfolio, value $245,245,229.

    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 600,951 shares
    Change vs previous 13F +90,450 shares

    5.11% of the 13F portfolio, value $253,300,874.

    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 510,501 shares
    Change vs previous 13F not available

    5.43% of the 13F portfolio, value $214,778,006.

    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).