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Disclosery

Ethos Financial Group, LLC: BIL position timeline

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

Ethos Financial Group, LLC held 76,340 BIL 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 76,340 shares
    Change vs previous 13F -49,416 shares

    0.47% of the 13F portfolio, value $6,995,801.

    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 125,756 shares
    Change vs previous 13F +92,991 shares

    0.84% of the 13F portfolio, value $11,524,280.

    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 32,765 shares
    Change vs previous 13F -63 shares

    0.22% of the 13F portfolio, value $2,994,066.

    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 32,828 shares
    Change vs previous 13F +5,991 shares

    0.24% of the 13F portfolio, value $3,011,969.

    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 26,837 shares
    Change vs previous 13F -1,219 shares

    0.21% of the 13F portfolio, value $2,461,758.

    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 28,056 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $2,565,160.

    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).

  7. period ended2024-12-31
    13F 28,056 shares
    Change vs previous 13F +1,049 shares

    0.33% of the 13F portfolio, value $2,565,160.

    13F-HR 0001954242-25-000002 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).

  8. period ended2024-09-30
    13F 27,007 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $2,480,000.

    13F-HR 0001954242-24-000009 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).