Skip to content
Disclosery

Ethos Financial Group, LLC: IBM position timeline

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

Ethos Financial Group, LLC held 4,846 IBM 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 4,846 shares
    Change vs previous 13F +2,101 shares

    0.07% of the 13F portfolio, value $1,097,406.

    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 2,745 shares
    Change vs previous 13F -1,129 shares

    0.05% of the 13F portfolio, value $664,930.

    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 3,874 shares
    Change vs previous 13F -297 shares

    0.08% of the 13F portfolio, value $1,147,574.

    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 4,171 shares
    Change vs previous 13F -61 shares

    0.09% of the 13F portfolio, value $1,176,806.

    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 4,232 shares
    Change vs previous 13F +1,747 shares

    0.11% of the 13F portfolio, value $1,247,546.

    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 2,485 shares
    Change vs previous 13F +74 shares

    0.05% of the 13F portfolio, value $555,452.

    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 2,411 shares
    Change vs previous 13F -94 shares

    0.07% of the 13F portfolio, value $537,051.

    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 2,505 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $554,000.

    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).