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Disclosery

Ethic Inc.: V position timeline

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

Ethic Inc. held 205,832 V 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 205,832 shares
    Change vs previous 13F +19,033 shares

    0.88% of the 13F portfolio, value $70,618,847.

    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 186,799 shares
    Change vs previous 13F +5,297 shares

    0.88% of the 13F portfolio, value $56,458,072.

    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 181,502 shares
    Change vs previous 13F +6,965 shares

    0.98% of the 13F portfolio, value $63,654,472.

    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 174,537 shares
    Change vs previous 13F +2,422 shares

    0.98% of the 13F portfolio, value $59,583,432.

    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 172,115 shares
    Change vs previous 13F +9,240 shares

    1.07% of the 13F portfolio, value $60,001,160.

    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 162,875 shares
    Change vs previous 13F +5,508 shares

    1.14% of the 13F portfolio, value $56,411,750.

    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 157,367 shares
    Change vs previous 13F +20,323 shares

    1% of the 13F portfolio, value $49,734,303.

    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 137,044 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $38,246,295.

    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).