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Disclosery

Ethic Inc.: PBA position timeline

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

Ethic Inc. held 17,996 PBA 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 17,996 shares
    Change vs previous 13F +2,827 shares

    0.01% of the 13F portfolio, value $832,315.

    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 15,169 shares
    Change vs previous 13F +1,019 shares

    0.01% of the 13F portfolio, value $678,964.

    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 14,150 shares
    Change vs previous 13F +278 shares

    0.01% of the 13F portfolio, value $538,549.

    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 13,872 shares
    Change vs previous 13F +8,371 shares

    0.01% of the 13F portfolio, value $561,261.

    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 5,501 shares
    Change vs previous 13F -479 shares

    <0.01% of the 13F portfolio, value $204,692.

    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 5,980 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $242,190.

    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).