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Disclosery

Ethic Inc.: WAL position timeline

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

Ethic Inc. held 6,462 WAL 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 6,462 shares
    Change vs previous 13F +260 shares

    0.01% of the 13F portfolio, value $531,176.

    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 6,202 shares
    Change vs previous 13F -1,744 shares

    0.01% of the 13F portfolio, value $439,412.

    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 7,946 shares
    Change vs previous 13F +991 shares

    0.01% of the 13F portfolio, value $668,060.

    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 6,955 shares
    Change vs previous 13F +161 shares

    0.01% of the 13F portfolio, value $603,167.

    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 6,794 shares
    Change vs previous 13F +391 shares

    0.01% of the 13F portfolio, value $527,355.

    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 6,403 shares
    Change vs previous 13F -110 shares

    0.01% of the 13F portfolio, value $484,754.

    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 6,513 shares
    Change vs previous 13F -930 shares

    0.01% of the 13F portfolio, value $544,136.

    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 7,443 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $477,767.

    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).