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Disclosery

Ethic Inc.: NU position timeline

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

Ethic Inc. held 73,783 NU 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 73,783 shares
    Change vs previous 13F +4,431 shares

    0.01% of the 13F portfolio, value $985,741.

    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 69,352 shares
    Change vs previous 13F +1,826 shares

    0.02% of the 13F portfolio, value $996,588.

    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 67,526 shares
    Change vs previous 13F +1,372 shares

    0.02% of the 13F portfolio, value $1,130,385.

    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 66,154 shares
    Change vs previous 13F -9,831 shares

    0.02% of the 13F portfolio, value $1,059,126.

    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 75,985 shares
    Change vs previous 13F -112,336 shares

    0.02% of the 13F portfolio, value $1,006,801.

    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 188,321 shares
    Change vs previous 13F +26,177 shares

    0.04% of the 13F portfolio, value $1,964,188.

    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 162,144 shares
    Change vs previous 13F +25,979 shares

    0.03% of the 13F portfolio, value $1,679,812.

    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 136,165 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,624,448.

    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).