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Disclosery

Ethic Inc.: UBS position timeline

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

Ethic Inc. held 150,546 UBS 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 150,546 shares
    Change vs previous 13F +74,447 shares

    0.09% of the 13F portfolio, value $7,461,053.

    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 76,099 shares
    Change vs previous 13F +31,708 shares

    0.05% of the 13F portfolio, value $2,973,183.

    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 44,391 shares
    Change vs previous 13F +7,113 shares

    0.03% of the 13F portfolio, value $2,055,746.

    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 37,278 shares
    Change vs previous 13F +9,433 shares

    0.03% of the 13F portfolio, value $1,528,397.

    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 27,845 shares
    Change vs previous 13F +1,158 shares

    0.02% of the 13F portfolio, value $931,136.

    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 26,687 shares
    Change vs previous 13F -24 shares

    0.02% of the 13F portfolio, value $809,950.

    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 26,711 shares
    Change vs previous 13F +4,025 shares

    0.02% of the 13F portfolio, value $809,877.

    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 22,686 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $696,914.

    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).