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Disclosery

Ethos Financial Group, LLC: EVF position timeline

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

Ethos Financial Group, LLC held 74,629 EVF 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 74,629 shares
    Change vs previous 13F -34,810 shares

    0.02% of the 13F portfolio, value $371,652.

    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 109,439 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $576,744.

    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 109,439 shares
    Change vs previous 13F -13,016 shares

    0.04% of the 13F portfolio, value $576,744.

    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 122,455 shares
    Change vs previous 13F +5,858 shares

    0.05% of the 13F portfolio, value $671,053.

    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 116,597 shares
    Change vs previous 13F +19,096 shares

    0.06% of the 13F portfolio, value $663,437.

    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 97,501 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $569,406.

    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).