Skip to content
Disclosery

Ethos Financial Group, LLC: MOAT position timeline

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

Ethos Financial Group, LLC held 246,848 MOAT 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 246,848 shares
    Change vs previous 13F +42,918 shares

    1.78% of the 13F portfolio, value $26,637,368.

    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 203,930 shares
    Change vs previous 13F -3,847 shares

    1.44% of the 13F portfolio, value $19,720,052.

    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 207,777 shares
    Change vs previous 13F -13,473 shares

    1.59% of the 13F portfolio, value $21,517,409.

    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 221,250 shares
    Change vs previous 13F -852 shares

    1.72% of the 13F portfolio, value $21,928,111.

    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 222,102 shares
    Change vs previous 13F -15,961 shares

    1.79% of the 13F portfolio, value $20,830,969.

    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 238,063 shares
    Change vs previous 13F 0 shares

    2.11% of the 13F portfolio, value $22,074,416.

    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 238,063 shares
    Change vs previous 13F +19,457 shares

    2.88% of the 13F portfolio, value $22,074,416.

    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 218,606 shares
    Change vs previous 13F not available

    3.5% of the 13F portfolio, value $21,194,000.

    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).