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Disclosery

Ethos Financial Group, LLC: LGLV position timeline

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

Ethos Financial Group, LLC held 65,419 LGLV 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 65,419 shares
    Change vs previous 13F +5,390 shares

    0.79% of the 13F portfolio, value $11,870,944.

    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 60,029 shares
    Change vs previous 13F +5,443 shares

    0.77% of the 13F portfolio, value $10,575,309.

    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 54,586 shares
    Change vs previous 13F +17,084 shares

    0.71% of the 13F portfolio, value $9,583,609.

    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 37,502 shares
    Change vs previous 13F +465 shares

    0.52% of the 13F portfolio, value $6,681,323.

    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 37,037 shares
    Change vs previous 13F +17,421 shares

    0.56% of the 13F portfolio, value $6,466,992.

    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 19,616 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $3,413,990.

    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).