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Disclosery

Ethos Financial Group, LLC: BOXX position timeline

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

Ethos Financial Group, LLC held 222,040 BOXX 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 222,040 shares
    Change vs previous 13F -182,511 shares

    1.75% of the 13F portfolio, value $26,112,407.

    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 404,551 shares
    Change vs previous 13F +86,610 shares

    3.44% of the 13F portfolio, value $47,044,259.

    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 317,941 shares
    Change vs previous 13F +13,401 shares

    2.7% of the 13F portfolio, value $36,595,045.

    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 304,540 shares
    Change vs previous 13F +33,143 shares

    2.72% of the 13F portfolio, value $34,674,960.

    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 271,397 shares
    Change vs previous 13F -54,600 shares

    2.63% of the 13F portfolio, value $30,581,050.

    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 325,997 shares
    Change vs previous 13F -5 shares

    3.44% of the 13F portfolio, value $35,958,677.

    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 326,002 shares
    Change vs previous 13F -7,786 shares

    4.69% of the 13F portfolio, value $35,951,535.

    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 333,788 shares
    Change vs previous 13F not available

    6% of the 13F portfolio, value $36,360,000.

    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).