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Disclosery

Ethos Financial Group, LLC: LVHI position timeline

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

Ethos Financial Group, LLC held 136,819 LVHI 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 136,819 shares
    Change vs previous 13F -34,646 shares

    0.39% of the 13F portfolio, value $5,859,962.

    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 171,465 shares
    Change vs previous 13F +36,685 shares

    0.51% of the 13F portfolio, value $6,951,187.

    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 134,780 shares
    Change vs previous 13F +3,300 shares

    0.37% of the 13F portfolio, value $4,962,611.

    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 131,480 shares
    Change vs previous 13F +3,582 shares

    0.36% of the 13F portfolio, value $4,568,930.

    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 127,898 shares
    Change vs previous 13F +33,833 shares

    0.36% of the 13F portfolio, value $4,163,080.

    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 94,065 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $2,870,864.

    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 94,065 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,870,864.

    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).