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Disclosery

Ethic Inc.: SR position timeline

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

Ethic Inc. held 4,343 SR 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 4,343 shares
    Change vs previous 13F -115 shares

    <0.01% of the 13F portfolio, value $339,145.

    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 4,458 shares
    Change vs previous 13F -471 shares

    0.01% of the 13F portfolio, value $403,627.

    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 4,929 shares
    Change vs previous 13F -2,075 shares

    0.01% of the 13F portfolio, value $407,628.

    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 7,004 shares
    Change vs previous 13F -1,463 shares

    0.01% of the 13F portfolio, value $570,966.

    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 8,467 shares
    Change vs previous 13F -3,478 shares

    0.01% of the 13F portfolio, value $617,164.

    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 11,945 shares
    Change vs previous 13F +2,323 shares

    0.02% of the 13F portfolio, value $940,683.

    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 9,622 shares
    Change vs previous 13F +3,449 shares

    0.01% of the 13F portfolio, value $652,653.

    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 6,173 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $378,838.

    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).