Ethos Financial Group, LLC: MCD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ethos Financial Group, LLC on MCD, newest first. How the timeline and the estimate are built.
Ethos Financial Group, LLC held 2,639 MCD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 2,639 sharesChange vs previous 13F -1,960 shares
0.05% of the 13F portfolio, value $716,524.
13F-HR 0001954242-26-000004 filed by Ethos Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,599 sharesChange vs previous 13F -459 shares
0.11% of the 13F portfolio, value $1,437,382.
13F-HR 0001954242-26-000003 filed by Ethos Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,058 sharesChange vs previous 13F +1,000 shares
0.11% of the 13F portfolio, value $1,545,850.
13F-HR 0001954242-26-000002 filed by Ethos Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,058 sharesChange vs previous 13F +55 shares
0.1% of the 13F portfolio, value $1,233,256.
13F-HR 0001954242-25-000007 filed by Ethos Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,003 sharesChange vs previous 13F -235 shares
0.1% of the 13F portfolio, value $1,169,618.
13F-HR 0001954242-25-000005 filed by Ethos Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,238 sharesChange vs previous 13F +18 shares
0.12% of the 13F portfolio, value $1,228,981.
13F-HR 0001954242-25-000003 filed by Ethos Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,220 sharesChange vs previous 13F +1,097 shares
0.16% of the 13F portfolio, value $1,223,232.
13F-HR 0001954242-25-000002 filed by Ethos Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,123 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $954,000.
13F-HR 0001954242-24-000009 filed by Ethos Financial Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).