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Disclosery

Ethic Inc.: USB position timeline

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

Ethic Inc. held 282,109 USB 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 282,109 shares
    Change vs previous 13F +19,704 shares

    0.21% of the 13F portfolio, value $17,039,399.

    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 262,405 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $13,647,678.

    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).