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Ethic Inc.: PPLI position timeline

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

Ethic Inc. held 17,449 PPLI 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 17,449 shares
    Change vs previous 13F +5,437 shares

    0.01% of the 13F portfolio, value $805,446.

    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 12,012 shares
    Change vs previous 13F +4,270 shares

    0.01% of the 13F portfolio, value $480,840.

    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 7,742 shares
    Change vs previous 13F -3,992 shares

    <0.01% of the 13F portfolio, value $302,712.

    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 11,734 shares
    Change vs previous 13F +1,418 shares

    0.01% of the 13F portfolio, value $399,777.

    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 10,316 shares
    Change vs previous 13F +3,163 shares

    0.01% of the 13F portfolio, value $387,263.

    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 7,153 shares
    Change vs previous 13F +399 shares

    0.01% of the 13F portfolio, value $280,827.

    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 6,754 shares
    Change vs previous 13F -1,897 shares

    0.01% of the 13F portfolio, value $291,368.

    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 8,651 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $461,444.

    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).