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Disclosery

Ethic Inc.: WFRD position timeline

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

Ethic Inc. held 22,618 WFRD 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 22,618 shares
    Change vs previous 13F +6,198 shares

    0.02% of the 13F portfolio, value $1,843,407.

    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 16,420 shares
    Change vs previous 13F +1,452 shares

    0.02% of the 13F portfolio, value $1,553,003.

    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 14,968 shares
    Change vs previous 13F -1,218 shares

    0.02% of the 13F portfolio, value $1,171,430.

    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 16,186 shares
    Change vs previous 13F -2,920 shares

    0.02% of the 13F portfolio, value $1,107,591.

    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 19,106 shares
    Change vs previous 13F +9,788 shares

    0.02% of the 13F portfolio, value $956,823.

    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 9,318 shares
    Change vs previous 13F -1,300 shares

    0.01% of the 13F portfolio, value $504,958.

    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 10,618 shares
    Change vs previous 13F +5,615 shares

    0.02% of the 13F portfolio, value $760,542.

    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 5,003 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $577,446.

    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).