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Disclosery

Ethos Financial Group, LLC: CTA position timeline

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

Ethos Financial Group, LLC held 12,180 CTA 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 12,180 shares
    Change vs previous 13F -433 shares

    0.02% of the 13F portfolio, value $332,879.

    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 12,613 shares
    Change vs previous 13F -1,621 shares

    0.03% of the 13F portfolio, value $381,165.

    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 14,234 shares
    Change vs previous 13F -125,963 shares

    0.03% of the 13F portfolio, value $388,019.

    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 140,197 shares
    Change vs previous 13F +4,406 shares

    0.31% of the 13F portfolio, value $3,921,310.

    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 135,791 shares
    Change vs previous 13F +14,325 shares

    0.31% of the 13F portfolio, value $3,631,051.

    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 121,466 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $3,387,687.

    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 121,466 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $3,387,687.

    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).