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
- period ended2026-06-3013F 16,289 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 17,261 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 17,261 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 17,419 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 16,413 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 15,648 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).