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Disclosery

Ethos Financial Group, LLC: FRDM position timeline

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

Ethos Financial Group, LLC held 47,451 FRDM 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 47,451 shares
    Change vs previous 13F -33,491 shares

    0.19% of the 13F portfolio, value $2,906,386.

    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 80,942 shares
    Change vs previous 13F -20,867 shares

    0.32% of the 13F portfolio, value $4,441,766.

    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 101,809 shares
    Change vs previous 13F +46,898 shares

    0.39% of the 13F portfolio, value $5,219,733.

    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 54,911 shares
    Change vs previous 13F +3,374 shares

    0.19% of the 13F portfolio, value $2,433,095.

    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 51,537 shares
    Change vs previous 13F +21,936 shares

    0.18% of the 13F portfolio, value $2,082,115.

    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 29,601 shares
    Change vs previous 13F +15 shares

    0.09% of the 13F portfolio, value $967,412.

    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 29,586 shares
    Change vs previous 13F -12 shares

    0.13% of the 13F portfolio, value $966,874.

    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 29,598 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,059,000.

    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).