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Disclosery

Ethic Inc.: ZION position timeline

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

Ethic Inc. held 32,107 ZION 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 32,107 shares
    Change vs previous 13F +721 shares

    0.03% of the 13F portfolio, value $2,221,508.

    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 31,386 shares
    Change vs previous 13F +143 shares

    0.03% of the 13F portfolio, value $1,808,434.

    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 31,243 shares
    Change vs previous 13F -68 shares

    0.03% of the 13F portfolio, value $1,828,952.

    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 31,311 shares
    Change vs previous 13F +559 shares

    0.03% of the 13F portfolio, value $1,771,552.

    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 30,752 shares
    Change vs previous 13F +423 shares

    0.03% of the 13F portfolio, value $1,582,823.

    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 30,329 shares
    Change vs previous 13F +457 shares

    0.03% of the 13F portfolio, value $1,500,660.

    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 29,872 shares
    Change vs previous 13F -6,846 shares

    0.03% of the 13F portfolio, value $1,620,533.

    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 36,718 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,593,576.

    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).