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Ethos Financial Group, LLC: EFT position timeline

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

Ethos Financial Group, LLC held 194,431 EFT 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 194,431 shares
    Change vs previous 13F -3,493 shares

    0.14% of the 13F portfolio, value $2,099,855.

    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 197,924 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $2,234,562.

    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 197,924 shares
    Change vs previous 13F -29,133 shares

    0.17% of the 13F portfolio, value $2,234,562.

    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 227,057 shares
    Change vs previous 13F +2,420 shares

    0.21% of the 13F portfolio, value $2,672,461.

    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 224,637 shares
    Change vs previous 13F +3,714 shares

    0.24% of the 13F portfolio, value $2,803,470.

    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 220,923 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,772,584.

    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).