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Disclosery

Ethic Inc.: PSX position timeline

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

Ethic Inc. held 17,736 PSX 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 17,736 shares
    Change vs previous 13F +541 shares

    0.04% of the 13F portfolio, value $2,998,336.

    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 17,195 shares
    Change vs previous 13F +381 shares

    0.05% of the 13F portfolio, value $3,132,514.

    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 16,814 shares
    Change vs previous 13F +955 shares

    0.03% of the 13F portfolio, value $2,169,743.

    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 15,859 shares
    Change vs previous 13F +2,512 shares

    0.04% of the 13F portfolio, value $2,157,160.

    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 13,347 shares
    Change vs previous 13F +1,603 shares

    0.03% of the 13F portfolio, value $1,591,610.

    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 11,744 shares
    Change vs previous 13F +2,649 shares

    0.03% of the 13F portfolio, value $1,460,320.

    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 9,095 shares
    Change vs previous 13F +6,398 shares

    0.02% of the 13F portfolio, value $1,036,245.

    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 2,697 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $440,456.

    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).