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Disclosery

Ethic Inc.: PEP position timeline

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

Ethic Inc. held 92,071 PEP 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 92,071 shares
    Change vs previous 13F +15,735 shares

    0.16% of the 13F portfolio, value $12,466,436.

    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 76,336 shares
    Change vs previous 13F +16,215 shares

    0.19% of the 13F portfolio, value $11,854,255.

    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 60,121 shares
    Change vs previous 13F +8,329 shares

    0.13% of the 13F portfolio, value $8,628,541.

    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 51,792 shares
    Change vs previous 13F +483 shares

    0.12% of the 13F portfolio, value $7,273,695.

    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 51,309 shares
    Change vs previous 13F -28,035 shares

    0.12% of the 13F portfolio, value $6,723,508.

    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 79,344 shares
    Change vs previous 13F +793 shares

    0.24% of the 13F portfolio, value $11,875,378.

    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 78,551 shares
    Change vs previous 13F -12,607 shares

    0.24% of the 13F portfolio, value $11,944,434.

    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 91,158 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $15,953,556.

    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).