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Ethic Inc.: SHG position timeline

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

Ethic Inc. held 47,361 SHG 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 47,361 shares
    Change vs previous 13F +10,611 shares

    0.04% of the 13F portfolio, value $2,995,609.

    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 36,750 shares
    Change vs previous 13F +4,391 shares

    0.04% of the 13F portfolio, value $2,253,513.

    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 32,359 shares
    Change vs previous 13F +931 shares

    0.03% of the 13F portfolio, value $1,735,415.

    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 31,428 shares
    Change vs previous 13F +1,589 shares

    0.03% of the 13F portfolio, value $1,583,007.

    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 29,839 shares
    Change vs previous 13F -27,657 shares

    0.02% of the 13F portfolio, value $1,322,462.

    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 57,496 shares
    Change vs previous 13F -13,072 shares

    0.04% of the 13F portfolio, value $1,872,059.

    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 70,568 shares
    Change vs previous 13F -17,654 shares

    0.05% of the 13F portfolio, value $2,320,260.

    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 88,222 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,148,236.

    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).