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Disclosery

Ethos Financial Group, LLC: AEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ethos Financial Group, LLC on AEP, newest first. How the timeline and the estimate are built.

Ethos Financial Group, LLC held 12,046 AEP shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,046 shares
    Change vs previous 13F -2,237 shares

    0.11% of the 13F portfolio, value $1,647,972.

    13F-HR 0001954242-26-000004 filed by Ethos Financial Group, LLC
    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 14,283 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,646,936.

    13F-HR 0001954242-26-000003 filed by Ethos Financial Group, LLC
    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 14,283 shares
    Change vs previous 13F -257 shares

    0.12% of the 13F portfolio, value $1,646,936.

    13F-HR 0001954242-26-000002 filed by Ethos Financial Group, LLC
    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 14,540 shares
    Change vs previous 13F +19 shares

    0.13% of the 13F portfolio, value $1,635,761.

    13F-HR 0001954242-25-000007 filed by Ethos Financial Group, LLC
    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 14,521 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,506,750.

    13F-HR 0001954242-25-000005 filed by Ethos Financial Group, LLC
    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 14,521 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,586,693.

    13F-HR 0001954242-25-000003 filed by Ethos Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).