Ethic Inc.: SON position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ethic Inc. on SON, newest first. How the timeline and the estimate are built.
Ethic Inc. held 4,162 SON shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 4,162 sharesChange vs previous 13F +110 shares
<0.01% of the 13F portfolio, value $234,529.
13F-HR 0001780570-26-000005 filed by Ethic Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,052 sharesChange vs previous 13F +4,052 shares
<0.01% of the 13F portfolio, value $219,173.
13F-HR 0001780570-26-000004 filed by Ethic Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 0 sharesChange vs previous 13F -10,800 shares
13F-HR 0001780570-26-000002 filed by Ethic Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 10,800 sharesChange vs previous 13F -739 shares
0.01% of the 13F portfolio, value $465,352.
13F-HR 0001780570-25-000008 filed by Ethic Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,539 sharesChange vs previous 13F +670 shares
0.01% of the 13F portfolio, value $505,654.
13F-HR 0001780570-25-000005 filed by Ethic Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 10,869 sharesChange vs previous 13F -1,148 shares
0.01% of the 13F portfolio, value $520,946.
13F-HR 0001780570-25-000003 filed by Ethic Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 12,017 sharesChange vs previous 13F -5,201 shares
0.01% of the 13F portfolio, value $587,013.
13F-HR 0001780570-25-000002 filed by Ethic Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 17,218 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $995,888.
13F-HR 0001780570-24-000010 filed by Ethic Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).