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Disclosery

Ethos Financial Group, LLC: IWB position timeline

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

Ethos Financial Group, LLC held 29,455 IWB 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 29,455 shares
    Change vs previous 13F -534 shares

    0.81% of the 13F portfolio, value $12,061,773.

    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 29,989 shares
    Change vs previous 13F +750 shares

    0.81% of the 13F portfolio, value $11,153,462.

    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 29,239 shares
    Change vs previous 13F -298 shares

    0.81% of the 13F portfolio, value $10,919,078.

    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 29,537 shares
    Change vs previous 13F +3 shares

    0.85% of the 13F portfolio, value $10,795,091.

    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 29,534 shares
    Change vs previous 13F -31,518 shares

    0.86% of the 13F portfolio, value $10,028,719.

    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 61,052 shares
    Change vs previous 13F +60,030 shares

    1.79% of the 13F portfolio, value $18,727,394.

    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 1,022 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $329,248.

    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).