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Disclosery

Ethic Inc.: TRU position timeline

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

Ethic Inc. held 7,009 TRU 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 7,009 shares
    Change vs previous 13F -564 shares

    0.01% of the 13F portfolio, value $505,659.

    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 7,573 shares
    Change vs previous 13F -5,234 shares

    0.01% of the 13F portfolio, value $524,002.

    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 12,807 shares
    Change vs previous 13F -6,591 shares

    0.02% of the 13F portfolio, value $1,098,202.

    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 19,398 shares
    Change vs previous 13F -4,811 shares

    0.03% of the 13F portfolio, value $1,625,133.

    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 24,209 shares
    Change vs previous 13F +5,883 shares

    0.04% of the 13F portfolio, value $2,112,476.

    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 18,326 shares
    Change vs previous 13F -710 shares

    0.03% of the 13F portfolio, value $1,536,836.

    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 19,036 shares
    Change vs previous 13F +1,652 shares

    0.04% of the 13F portfolio, value $1,764,797.

    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 17,384 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,387,255.

    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).