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Disclosery

Ethos Financial Group, LLC: FDUS position timeline

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

Ethos Financial Group, LLC held 130,999 FDUS 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 130,999 shares
    Change vs previous 13F -7,174 shares

    0.17% of the 13F portfolio, value $2,498,151.

    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 138,173 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $2,666,739.

    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 138,173 shares
    Change vs previous 13F -4,691 shares

    0.2% of the 13F portfolio, value $2,666,739.

    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 142,864 shares
    Change vs previous 13F +5,499 shares

    0.23% of the 13F portfolio, value $2,894,425.

    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 137,365 shares
    Change vs previous 13F +2,981 shares

    0.24% of the 13F portfolio, value $2,774,773.

    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 134,384 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,740,126.

    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).