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Disclosery

Ethos Financial Group, LLC: MBOX position timeline

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

Ethos Financial Group, LLC held 5,523 MBOX 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 5,523 shares
    Change vs previous 13F -573 shares

    0.02% of the 13F portfolio, value $230,271.

    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 6,096 shares
    Change vs previous 13F +10 shares

    0.02% of the 13F portfolio, value $222,491.

    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 6,086 shares
    Change vs previous 13F -2,746 shares

    0.02% of the 13F portfolio, value $212,877.

    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 8,832 shares
    Change vs previous 13F +60 shares

    0.02% of the 13F portfolio, value $311,063.

    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 8,772 shares
    Change vs previous 13F -51,209 shares

    0.03% of the 13F portfolio, value $294,406.

    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 59,981 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,968,271.

    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 59,981 shares
    Change vs previous 13F +6,317 shares

    0.26% of the 13F portfolio, value $1,968,271.

    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 53,664 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,827,000.

    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).