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Disclosery

Ethic Inc.: SUI position timeline

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

Ethic Inc. held 6,982 SUI 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 6,982 shares
    Change vs previous 13F -2,196 shares

    0.01% of the 13F portfolio, value $837,229.

    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 9,178 shares
    Change vs previous 13F +1,202 shares

    0.02% of the 13F portfolio, value $1,156,071.

    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 7,976 shares
    Change vs previous 13F +1,083 shares

    0.02% of the 13F portfolio, value $988,286.

    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 6,893 shares
    Change vs previous 13F -1,600 shares

    0.01% of the 13F portfolio, value $889,237.

    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 8,493 shares
    Change vs previous 13F +612 shares

    0.02% of the 13F portfolio, value $1,075,575.

    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 7,881 shares
    Change vs previous 13F +535 shares

    0.02% of the 13F portfolio, value $1,012,600.

    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 7,346 shares
    Change vs previous 13F +863 shares

    0.02% of the 13F portfolio, value $903,301.

    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 6,483 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $833,633.

    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).