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Disclosery

Ethic Inc.: O position timeline

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

Ethic Inc. held 106,576 O 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 106,576 shares
    Change vs previous 13F -3,572 shares

    0.08% of the 13F portfolio, value $6,603,475.

    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 110,148 shares
    Change vs previous 13F +10,632 shares

    0.11% of the 13F portfolio, value $6,738,859.

    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 99,516 shares
    Change vs previous 13F +2,775 shares

    0.09% of the 13F portfolio, value $5,609,693.

    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 96,741 shares
    Change vs previous 13F +12,423 shares

    0.1% of the 13F portfolio, value $5,880,878.

    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 84,318 shares
    Change vs previous 13F -21,957 shares

    0.09% of the 13F portfolio, value $4,808,667.

    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 106,275 shares
    Change vs previous 13F +12,519 shares

    0.12% of the 13F portfolio, value $6,073,617.

    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 93,756 shares
    Change vs previous 13F +15,371 shares

    0.1% of the 13F portfolio, value $5,007,529.

    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 78,385 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,240,638.

    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).