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Disclosery

Ethos Financial Group, LLC: IWM position timeline

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

Ethos Financial Group, LLC held 7,264 IWM 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 7,264 shares
    Change vs previous 13F -56 shares

    0.14% of the 13F portfolio, value $2,150,986.

    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 7,320 shares
    Change vs previous 13F -165 shares

    0.13% of the 13F portfolio, value $1,776,275.

    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 7,485 shares
    Change vs previous 13F -308 shares

    0.14% of the 13F portfolio, value $1,842,561.

    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 7,793 shares
    Change vs previous 13F +92 shares

    0.15% of the 13F portfolio, value $1,885,659.

    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 7,701 shares
    Change vs previous 13F -2,186 shares

    0.14% of the 13F portfolio, value $1,661,697.

    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 9,887 shares
    Change vs previous 13F -12,222 shares

    0.2% of the 13F portfolio, value $2,064,549.

    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 22,109 shares
    Change vs previous 13F +15,053 shares

    0.64% of the 13F portfolio, value $4,885,250.

    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 7,056 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,559,000.

    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).