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Disclosery

Ethic Inc.: SPG position timeline

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

Ethic Inc. held 51,724 SPG 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 51,724 shares
    Change vs previous 13F -4,604 shares

    0.14% of the 13F portfolio, value $11,568,045.

    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 56,328 shares
    Change vs previous 13F +1,840 shares

    0.16% of the 13F portfolio, value $10,506,905.

    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 54,488 shares
    Change vs previous 13F -683 shares

    0.16% of the 13F portfolio, value $10,086,204.

    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 55,171 shares
    Change vs previous 13F +3,844 shares

    0.17% of the 13F portfolio, value $10,353,857.

    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 51,327 shares
    Change vs previous 13F -1,886 shares

    0.15% of the 13F portfolio, value $8,237,990.

    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 53,213 shares
    Change vs previous 13F +737 shares

    0.18% of the 13F portfolio, value $8,858,388.

    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 52,476 shares
    Change vs previous 13F +11,095 shares

    0.18% of the 13F portfolio, value $9,036,974.

    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 41,381 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $6,475,749.

    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).