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Ethic Inc.: ROL position timeline

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

Ethic Inc. held 67,421 ROL 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 67,421 shares
    Change vs previous 13F -6,730 shares

    0.04% of the 13F portfolio, value $2,814,162.

    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 74,151 shares
    Change vs previous 13F +974 shares

    0.06% of the 13F portfolio, value $3,960,415.

    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 73,177 shares
    Change vs previous 13F +14,534 shares

    0.07% of the 13F portfolio, value $4,392,063.

    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 58,643 shares
    Change vs previous 13F +9,855 shares

    0.06% of the 13F portfolio, value $3,444,669.

    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 48,788 shares
    Change vs previous 13F +7,720 shares

    0.05% of the 13F portfolio, value $2,740,429.

    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 41,068 shares
    Change vs previous 13F -3,249 shares

    0.05% of the 13F portfolio, value $2,232,454.

    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 44,317 shares
    Change vs previous 13F +9,446 shares

    0.04% of the 13F portfolio, value $2,054,097.

    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 34,871 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,613,459.

    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).