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Ethos Financial Group, LLC: DBMF position timeline

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

Ethos Financial Group, LLC held 311,885 DBMF 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 311,885 shares
    Change vs previous 13F +162,604 shares

    0.65% of the 13F portfolio, value $9,677,788.

    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 149,281 shares
    Change vs previous 13F +12,078 shares

    0.33% of the 13F portfolio, value $4,500,830.

    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 137,203 shares
    Change vs previous 13F +124,176 shares

    0.28% of the 13F portfolio, value $3,849,916.

    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 13,027 shares
    Change vs previous 13F -80 shares

    0.03% of the 13F portfolio, value $355,767.

    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 13,107 shares
    Change vs previous 13F -7,913 shares

    0.03% of the 13F portfolio, value $335,185.

    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 21,020 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $547,790.

    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 21,020 shares
    Change vs previous 13F +1,085 shares

    0.07% of the 13F portfolio, value $547,790.

    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 19,935 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $559,000.

    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).