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Ethic Inc.: PSO position timeline

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

Ethic Inc. held 112,721 PSO 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 112,721 shares
    Change vs previous 13F -28,209 shares

    0.02% of the 13F portfolio, value $1,791,130.

    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 140,930 shares
    Change vs previous 13F +4,706 shares

    0.03% of the 13F portfolio, value $1,850,405.

    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 136,224 shares
    Change vs previous 13F -3,358 shares

    0.03% of the 13F portfolio, value $1,912,586.

    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 139,582 shares
    Change vs previous 13F -14,066 shares

    0.03% of the 13F portfolio, value $1,976,484.

    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 153,648 shares
    Change vs previous 13F -19,375 shares

    0.04% of the 13F portfolio, value $2,283,215.

    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 173,023 shares
    Change vs previous 13F +3,226 shares

    0.06% of the 13F portfolio, value $2,785,664.

    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 169,797 shares
    Change vs previous 13F +53,744 shares

    0.06% of the 13F portfolio, value $2,737,121.

    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 116,053 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,527,255.

    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).