Skip to content
Disclosery

Ethos Financial Group, LLC: MSFT position timeline

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

Ethos Financial Group, LLC held 23,493 MSFT 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 23,493 shares
    Change vs previous 13F -352 shares

    0.61% of the 13F portfolio, value $9,052,176.

    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 23,845 shares
    Change vs previous 13F +279 shares

    0.7% of the 13F portfolio, value $9,620,611.

    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 23,566 shares
    Change vs previous 13F +1,249 shares

    0.84% of the 13F portfolio, value $11,396,844.

    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 22,317 shares
    Change vs previous 13F -311 shares

    0.91% of the 13F portfolio, value $11,558,711.

    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 22,628 shares
    Change vs previous 13F -19,274 shares

    0.97% of the 13F portfolio, value $11,255,720.

    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 41,902 shares
    Change vs previous 13F +28,591 shares

    1.62% of the 13F portfolio, value $16,965,580.

    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 13,311 shares
    Change vs previous 13F +285 shares

    0.73% of the 13F portfolio, value $5,614,671.

    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 13,026 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $5,608,000.

    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).