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Disclosery

Ethic Inc.: XYZ position timeline

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

Ethic Inc. held 22,482 XYZ 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 22,482 shares
    Change vs previous 13F -8,346 shares

    0.02% of the 13F portfolio, value $1,708,656.

    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 30,828 shares
    Change vs previous 13F -4,986 shares

    0.02% of the 13F portfolio, value $1,389,345.

    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 35,814 shares
    Change vs previous 13F -1,473 shares

    0.04% of the 13F portfolio, value $2,331,102.

    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 37,287 shares
    Change vs previous 13F +4,573 shares

    0.04% of the 13F portfolio, value $2,694,697.

    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 32,714 shares
    Change vs previous 13F +4,288 shares

    0.04% of the 13F portfolio, value $2,179,702.

    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 28,426 shares
    Change vs previous 13F +2,146 shares

    0.03% of the 13F portfolio, value $1,575,103.

    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 26,280 shares
    Change vs previous 13F -9,098 shares

    0.05% of the 13F portfolio, value $2,233,565.

    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 35,378 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,992,271.

    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).