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Disclosery

Ethos Financial Group, LLC: IOFIX position timeline

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

Ethos Financial Group, LLC held 483,771 IOFIX 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 483,771 shares
    Change vs previous 13F +21,641 shares

    0.23% of the 13F portfolio, value $3,454,124.

    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 462,130 shares
    Change vs previous 13F +22,650 shares

    0.25% of the 13F portfolio, value $3,355,065.

    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 439,480 shares
    Change vs previous 13F +3,524 shares

    0.24% of the 13F portfolio, value $3,247,756.

    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 435,956 shares
    Change vs previous 13F +3,646 shares

    0.25% of the 13F portfolio, value $3,234,791.

    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 432,310 shares
    Change vs previous 13F +12,205 shares

    0.28% of the 13F portfolio, value $3,207,737.

    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 420,105 shares
    Change vs previous 13F 0 shares

    0.3% of the 13F portfolio, value $3,087,771.

    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 420,105 shares
    Change vs previous 13F +7,020 shares

    0.4% of the 13F portfolio, value $3,087,771.

    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 413,085 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $3,181,000.

    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).