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Disclosery

Ethic Inc.: PEG position timeline

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

Ethic Inc. held 123,610 PEG 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 123,610 shares
    Change vs previous 13F +1,326 shares

    0.13% of the 13F portfolio, value $10,032,165.

    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 122,284 shares
    Change vs previous 13F +16,713 shares

    0.16% of the 13F portfolio, value $9,898,914.

    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 105,571 shares
    Change vs previous 13F +87,032 shares

    0.13% of the 13F portfolio, value $8,477,378.

    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 18,539 shares
    Change vs previous 13F +961 shares

    0.03% of the 13F portfolio, value $1,547,272.

    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 17,578 shares
    Change vs previous 13F +2,294 shares

    0.03% of the 13F portfolio, value $1,468,154.

    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 15,284 shares
    Change vs previous 13F -1,137 shares

    0.03% of the 13F portfolio, value $1,272,536.

    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 16,421 shares
    Change vs previous 13F -18,174 shares

    0.03% of the 13F portfolio, value $1,387,381.

    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 34,595 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,310,257.

    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).