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Ethic Inc.: PH position timeline

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

Ethic Inc. held 14,548 PH 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 14,548 shares
    Change vs previous 13F +335 shares

    0.18% of the 13F portfolio, value $14,230,004.

    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 14,213 shares
    Change vs previous 13F +158 shares

    0.2% of the 13F portfolio, value $12,724,120.

    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 14,055 shares
    Change vs previous 13F +1,439 shares

    0.19% of the 13F portfolio, value $12,353,620.

    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 12,616 shares
    Change vs previous 13F +163 shares

    0.16% of the 13F portfolio, value $9,564,632.

    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 12,453 shares
    Change vs previous 13F +317 shares

    0.16% of the 13F portfolio, value $8,723,782.

    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 12,136 shares
    Change vs previous 13F +489 shares

    0.15% of the 13F portfolio, value $7,401,020.

    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 11,647 shares
    Change vs previous 13F +1,105 shares

    0.15% of the 13F portfolio, value $7,407,566.

    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 10,542 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $5,858,978.

    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).