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Disclosery

Ethos Financial Group, LLC: CLOZ position timeline

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

Ethos Financial Group, LLC held 127,418 CLOZ 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 127,418 shares
    Change vs previous 13F +6,714 shares

    0.22% of the 13F portfolio, value $3,358,726.

    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 120,704 shares
    Change vs previous 13F +43,048 shares

    0.23% of the 13F portfolio, value $3,096,061.

    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 77,656 shares
    Change vs previous 13F +45,084 shares

    0.15% of the 13F portfolio, value $2,068,950.

    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 32,572 shares
    Change vs previous 13F +3,919 shares

    0.07% of the 13F portfolio, value $873,581.

    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 28,653 shares
    Change vs previous 13F +12,584 shares

    0.07% of the 13F portfolio, value $766,181.

    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 16,069 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $436,832.

    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 16,069 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $436,832.

    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).