Ethos Financial Group, LLC: BRW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ethos Financial Group, LLC on BRW, newest first. How the timeline and the estimate are built.
Ethos Financial Group, LLC held 251,018 BRW shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 251,018 sharesChange vs previous 13F -15,383 shares
0.11% of the 13F portfolio, value $1,649,188.
13F-HR 0001954242-26-000004 filed by Ethos Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 266,401 sharesChange vs previous 13F 0 shares
0.14% of the 13F portfolio, value $1,867,471.
13F-HR 0001954242-26-000003 filed by Ethos Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 266,401 sharesChange vs previous 13F -16,752 shares
0.14% of the 13F portfolio, value $1,867,471.
13F-HR 0001954242-26-000002 filed by Ethos Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 283,153 sharesChange vs previous 13F +13,435 shares
0.17% of the 13F portfolio, value $2,200,099.
13F-HR 0001954242-25-000007 filed by Ethos Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 269,718 sharesChange vs previous 13F -37,535 shares
0.19% of the 13F portfolio, value $2,173,927.
13F-HR 0001954242-25-000005 filed by Ethos Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 307,253 sharesChange vs previous 13F not available
0.23% of the 13F portfolio, value $2,384,283.
13F-HR 0001954242-25-000003 filed by Ethos Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).