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Ethos Financial Group, LLC: JAAA position timeline

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

Ethos Financial Group, LLC held 125,612 JAAA 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 125,612 shares
    Change vs previous 13F +32,514 shares

    0.43% of the 13F portfolio, value $6,363,515.

    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 93,098 shares
    Change vs previous 13F +34,593 shares

    0.34% of the 13F portfolio, value $4,708,187.

    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 58,505 shares
    Change vs previous 13F +22,338 shares

    0.22% of the 13F portfolio, value $2,959,172.

    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 36,167 shares
    Change vs previous 13F +3,372 shares

    0.14% of the 13F portfolio, value $1,836,560.

    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 32,795 shares
    Change vs previous 13F +6,418 shares

    0.14% of the 13F portfolio, value $1,664,346.

    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 26,377 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $1,350,914.

    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 26,377 shares
    Change vs previous 13F +20,121 shares

    0.18% of the 13F portfolio, value $1,350,914.

    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 6,256 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $318,000.

    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).