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Disclosery

Ethos Financial Group, LLC: IJR position timeline

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

Ethos Financial Group, LLC held 14,480 IJR 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 14,480 shares
    Change vs previous 13F -3,008 shares

    0.14% of the 13F portfolio, value $2,139,669.

    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 17,488 shares
    Change vs previous 13F +2,902 shares

    0.16% of the 13F portfolio, value $2,135,427.

    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 14,586 shares
    Change vs previous 13F -251 shares

    0.13% of the 13F portfolio, value $1,752,921.

    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 14,837 shares
    Change vs previous 13F -918 shares

    0.14% of the 13F portfolio, value $1,763,055.

    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 15,755 shares
    Change vs previous 13F -659 shares

    0.15% of the 13F portfolio, value $1,721,862.

    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 16,414 shares
    Change vs previous 13F -99 shares

    0.17% of the 13F portfolio, value $1,793,347.

    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 16,513 shares
    Change vs previous 13F +9,303 shares

    0.25% of the 13F portfolio, value $1,902,574.

    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 7,210 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $843,000.

    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).