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Disclosery

Ethos Financial Group, LLC: CGDV position timeline

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

Ethos Financial Group, LLC held 109,086 CGDV 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 109,086 shares
    Change vs previous 13F +9,276 shares

    0.35% of the 13F portfolio, value $5,284,144.

    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 99,810 shares
    Change vs previous 13F -21,997 shares

    0.31% of the 13F portfolio, value $4,256,923.

    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 121,807 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $5,315,653.

    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).