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Disclosery

Ethic Inc.: XP position timeline

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

Ethic Inc. held 41,561 XP 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 41,561 shares
    Change vs previous 13F -1,960 shares

    0.01% of the 13F portfolio, value $675,790.

    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 43,521 shares
    Change vs previous 13F -539 shares

    0.01% of the 13F portfolio, value $828,639.

    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 44,060 shares
    Change vs previous 13F +10,676 shares

    0.01% of the 13F portfolio, value $721,262.

    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 33,384 shares
    Change vs previous 13F +2,822 shares

    0.01% of the 13F portfolio, value $627,288.

    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 30,562 shares
    Change vs previous 13F -22,894 shares

    0.01% of the 13F portfolio, value $602,074.

    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 53,456 shares
    Change vs previous 13F +28,342 shares

    0.02% of the 13F portfolio, value $756,404.

    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 25,114 shares
    Change vs previous 13F +7,337 shares

    0.01% of the 13F portfolio, value $297,602.

    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 17,777 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $456,161.

    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).