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Ethos Financial Group, LLC: ED position timeline

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

Ethos Financial Group, LLC held 16,289 ED 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 16,289 shares
    Change vs previous 13F -972 shares

    0.12% of the 13F portfolio, value $1,802,099.

    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 17,261 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,714,321.

    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 17,261 shares
    Change vs previous 13F -158 shares

    0.13% of the 13F portfolio, value $1,714,321.

    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 17,419 shares
    Change vs previous 13F +1,006 shares

    0.14% of the 13F portfolio, value $1,750,971.

    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 16,413 shares
    Change vs previous 13F +765 shares

    0.14% of the 13F portfolio, value $1,647,013.

    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 15,648 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,730,541.

    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).