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Disclosery

Ethic Inc.: WF position timeline

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

Ethic Inc. held 181,303 WF 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 181,303 shares
    Change vs previous 13F +57,913 shares

    0.13% of the 13F portfolio, value $10,406,775.

    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 123,390 shares
    Change vs previous 13F -1,377 shares

    0.13% of the 13F portfolio, value $8,217,761.

    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 124,767 shares
    Change vs previous 13F +10,457 shares

    0.11% of the 13F portfolio, value $7,335,033.

    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 114,310 shares
    Change vs previous 13F +9,298 shares

    0.11% of the 13F portfolio, value $6,418,485.

    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 105,012 shares
    Change vs previous 13F +8,806 shares

    0.09% of the 13F portfolio, value $5,149,781.

    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 96,206 shares
    Change vs previous 13F -1,007 shares

    0.07% of the 13F portfolio, value $3,259,475.

    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 97,213 shares
    Change vs previous 13F -10,396 shares

    0.06% of the 13F portfolio, value $3,037,921.

    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 107,609 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $3,502,582.

    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).