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Disclosery

Ethos Financial Group, LLC: EFA position timeline

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

Ethos Financial Group, LLC held 195,117 EFA 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 195,117 shares
    Change vs previous 13F +9,724 shares

    1.36% of the 13F portfolio, value $20,268,772.

    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 185,393 shares
    Change vs previous 13F +12,100 shares

    1.27% of the 13F portfolio, value $17,445,512.

    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 173,293 shares
    Change vs previous 13F -2,075 shares

    1.23% of the 13F portfolio, value $16,641,374.

    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 175,368 shares
    Change vs previous 13F -70,478 shares

    1.29% of the 13F portfolio, value $16,374,043.

    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 245,846 shares
    Change vs previous 13F -135,346 shares

    1.89% of the 13F portfolio, value $21,976,122.

    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 381,192 shares
    Change vs previous 13F +198,513 shares

    2.98% of the 13F portfolio, value $31,154,766.

    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 182,679 shares
    Change vs previous 13F +178,950 shares

    1.8% of the 13F portfolio, value $13,812,331.

    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 3,729 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $312,000.

    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).