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Disclosery

Ethic Inc.: TER position timeline

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

Ethic Inc. held 14,156 TER 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 14,156 shares
    Change vs previous 13F +1,957 shares

    0.09% of the 13F portfolio, value $6,849,378.

    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 12,199 shares
    Change vs previous 13F +1,073 shares

    0.06% of the 13F portfolio, value $3,616,550.

    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 11,126 shares
    Change vs previous 13F +1,665 shares

    0.03% of the 13F portfolio, value $2,153,515.

    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 9,461 shares
    Change vs previous 13F -828 shares

    0.02% of the 13F portfolio, value $1,302,248.

    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 10,289 shares
    Change vs previous 13F -2,578 shares

    0.02% of the 13F portfolio, value $929,594.

    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 12,867 shares
    Change vs previous 13F +878 shares

    0.02% of the 13F portfolio, value $1,062,925.

    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 11,989 shares
    Change vs previous 13F +763 shares

    0.03% of the 13F portfolio, value $1,509,715.

    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 11,226 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,267,992.

    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).