Skip to content
Disclosery

Ethic Inc.: WM position timeline

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

Ethic Inc. held 34,749 WM 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 34,749 shares
    Change vs previous 13F -935 shares

    0.1% of the 13F portfolio, value $7,744,779.

    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 35,684 shares
    Change vs previous 13F +4,544 shares

    0.13% of the 13F portfolio, value $8,199,886.

    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 31,140 shares
    Change vs previous 13F +3,618 shares

    0.11% of the 13F portfolio, value $6,841,803.

    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 27,522 shares
    Change vs previous 13F +1,504 shares

    0.1% of the 13F portfolio, value $6,077,608.

    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 26,018 shares
    Change vs previous 13F +215 shares

    0.11% of the 13F portfolio, value $5,938,773.

    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 25,803 shares
    Change vs previous 13F +3,629 shares

    0.12% of the 13F portfolio, value $6,032,570.

    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 22,174 shares
    Change vs previous 13F +3,954 shares

    0.09% of the 13F portfolio, value $4,474,505.

    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 18,220 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $3,883,491.

    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).