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Disclosery

Ethos Financial Group, LLC: DBEF position timeline

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

Ethos Financial Group, LLC held 257,514 DBEF 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 257,514 shares
    Change vs previous 13F -14,285 shares

    0.94% of the 13F portfolio, value $14,029,384.

    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 271,799 shares
    Change vs previous 13F +26,462 shares

    0.98% of the 13F portfolio, value $13,426,890.

    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 245,337 shares
    Change vs previous 13F +8,364 shares

    0.87% of the 13F portfolio, value $11,803,182.

    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 236,973 shares
    Change vs previous 13F -3,936 shares

    0.86% of the 13F portfolio, value $11,000,287.

    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 240,909 shares
    Change vs previous 13F +25,246 shares

    0.91% of the 13F portfolio, value $10,539,783.

    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 215,663 shares
    Change vs previous 13F 0 shares

    0.85% of the 13F portfolio, value $8,928,448.

    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 215,663 shares
    Change vs previous 13F +5,034 shares

    1.16% of the 13F portfolio, value $8,928,448.

    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 210,629 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $8,851,000.

    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).