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Disclosery

Ethic Inc.: PUK position timeline

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

Ethic Inc. held 74,979 PUK 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 74,979 shares
    Change vs previous 13F +13,568 shares

    0.03% of the 13F portfolio, value $2,010,180.

    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 61,411 shares
    Change vs previous 13F +6,727 shares

    0.03% of the 13F portfolio, value $1,745,907.

    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 54,684 shares
    Change vs previous 13F +12,956 shares

    0.03% of the 13F portfolio, value $1,701,752.

    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 41,728 shares
    Change vs previous 13F +5,370 shares

    0.02% of the 13F portfolio, value $1,167,977.

    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 36,358 shares
    Change vs previous 13F -4,237 shares

    0.02% of the 13F portfolio, value $916,231.

    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 40,595 shares
    Change vs previous 13F -5,060 shares

    0.02% of the 13F portfolio, value $875,626.

    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 45,655 shares
    Change vs previous 13F -29,195 shares

    0.01% of the 13F portfolio, value $727,735.

    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 74,850 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,442,363.

    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).