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Disclosery

Ethic Inc.: SHLS position timeline

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

Ethic Inc. held 13,252 SHLS 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 13,252 shares
    Change vs previous 13F -5,100 shares

    <0.01% of the 13F portfolio, value $131,195.

    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 18,352 shares
    Change vs previous 13F +2,971 shares

    <0.01% of the 13F portfolio, value $120,756.

    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 15,381 shares
    Change vs previous 13F +3,339 shares

    <0.01% of the 13F portfolio, value $130,738.

    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 12,042 shares
    Change vs previous 13F -571 shares

    <0.01% of the 13F portfolio, value $89,231.

    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 12,613 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $59,659.

    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).