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Ethic Inc.: PFG position timeline

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

Ethic Inc. held 48,661 PFG 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 48,661 shares
    Change vs previous 13F +8,578 shares

    0.07% of the 13F portfolio, value $5,244,629.

    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 40,083 shares
    Change vs previous 13F +6,045 shares

    0.06% of the 13F portfolio, value $3,611,917.

    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 34,038 shares
    Change vs previous 13F +3,448 shares

    0.05% of the 13F portfolio, value $3,002,512.

    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 30,590 shares
    Change vs previous 13F -3,991 shares

    0.04% of the 13F portfolio, value $2,536,179.

    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 34,581 shares
    Change vs previous 13F +3,528 shares

    0.05% of the 13F portfolio, value $2,738,443.

    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 31,053 shares
    Change vs previous 13F -6,912 shares

    0.05% of the 13F portfolio, value $2,644,183.

    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 37,965 shares
    Change vs previous 13F -9,341 shares

    0.06% of the 13F portfolio, value $2,938,842.

    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 47,306 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $4,082,997.

    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).