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Disclosery

Ethos Financial Group, LLC: IWF position timeline

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

Ethos Financial Group, LLC held 96,128 IWF 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 96,128 shares
    Change vs previous 13F +72,716 shares

    0.77% of the 13F portfolio, value $11,478,303.

    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 23,412 shares
    Change vs previous 13F -15,028 shares

    0.77% of the 13F portfolio, value $10,490,438.

    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 38,440 shares
    Change vs previous 13F -387 shares

    1.34% of the 13F portfolio, value $18,193,912.

    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 38,827 shares
    Change vs previous 13F +15,532 shares

    1.43% of the 13F portfolio, value $18,187,103.

    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 23,295 shares
    Change vs previous 13F -28,879 shares

    0.85% of the 13F portfolio, value $9,890,634.

    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 52,174 shares
    Change vs previous 13F +37,217 shares

    1.9% of the 13F portfolio, value $19,877,566.

    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 14,957 shares
    Change vs previous 13F -12,884 shares

    0.78% of the 13F portfolio, value $6,006,270.

    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 27,841 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $10,451,000.

    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).