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Disclosery

Ethic Inc.: PM position timeline

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

Ethic Inc. held 44,092 PM 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 44,092 shares
    Change vs previous 13F -1,828 shares

    0.1% of the 13F portfolio, value $7,976,642.

    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 45,920 shares
    Change vs previous 13F +5,028 shares

    0.12% of the 13F portfolio, value $7,592,348.

    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 40,892 shares
    Change vs previous 13F +421 shares

    0.1% of the 13F portfolio, value $6,559,078.

    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 40,471 shares
    Change vs previous 13F +3,065 shares

    0.11% of the 13F portfolio, value $6,564,367.

    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 37,406 shares
    Change vs previous 13F +4,350 shares

    0.12% of the 13F portfolio, value $6,771,663.

    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 33,056 shares
    Change vs previous 13F +7,394 shares

    0.11% of the 13F portfolio, value $5,225,896.

    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 25,662 shares
    Change vs previous 13F +7,426 shares

    0.06% of the 13F portfolio, value $3,088,470.

    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 18,236 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,670,806.

    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).