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Ethic Inc.: OIS position timeline

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

Ethic Inc. held 17,114 OIS 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 17,114 shares
    Change vs previous 13F +2,862 shares

    <0.01% of the 13F portfolio, value $137,083.

    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 14,252 shares
    Change vs previous 13F +811 shares

    <0.01% of the 13F portfolio, value $165,893.

    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 13,441 shares
    Change vs previous 13F +540 shares

    <0.01% of the 13F portfolio, value $90,996.

    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 12,901 shares
    Change vs previous 13F -2,100 shares

    <0.01% of the 13F portfolio, value $78,180.

    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 15,001 shares
    Change vs previous 13F -30,625 shares

    <0.01% of the 13F portfolio, value $82,355.

    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 45,626 shares
    Change vs previous 13F -1,662 shares

    <0.01% of the 13F portfolio, value $237,255.

    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 47,288 shares
    Change vs previous 13F +5,864 shares

    <0.01% of the 13F portfolio, value $239,277.

    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 41,424 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $255,172.

    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).