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Disclosery

Ethic Inc.: UAL position timeline

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

Ethic Inc. held 7,609 UAL 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 7,609 shares
    Change vs previous 13F +1,295 shares

    0.01% of the 13F portfolio, value $1,034,741.

    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 6,314 shares
    Change vs previous 13F +633 shares

    0.01% of the 13F portfolio, value $581,360.

    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 5,681 shares
    Change vs previous 13F +1,216 shares

    0.01% of the 13F portfolio, value $635,281.

    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 4,465 shares
    Change vs previous 13F -174 shares

    0.01% of the 13F portfolio, value $430,900.

    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 4,639 shares
    Change vs previous 13F +582 shares

    0.01% of the 13F portfolio, value $367,338.

    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 4,057 shares
    Change vs previous 13F +474 shares

    0.01% of the 13F portfolio, value $276,706.

    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 3,583 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $347,936.

    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).