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Disclosery

Ethos Financial Group, LLC: NEE position timeline

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

Ethos Financial Group, LLC held 46,933 NEE 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 46,933 shares
    Change vs previous 13F -5,216 shares

    0.28% of the 13F portfolio, value $4,121,434.

    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 52,149 shares
    Change vs previous 13F +2,301 shares

    0.31% of the 13F portfolio, value $4,215,501.

    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 49,848 shares
    Change vs previous 13F -668 shares

    0.3% of the 13F portfolio, value $4,001,816.

    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 50,516 shares
    Change vs previous 13F +1,266 shares

    0.3% of the 13F portfolio, value $3,813,454.

    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 49,250 shares
    Change vs previous 13F -5,021 shares

    0.29% of the 13F portfolio, value $3,418,955.

    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 54,271 shares
    Change vs previous 13F +45,992 shares

    0.37% of the 13F portfolio, value $3,853,903.

    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 8,279 shares
    Change vs previous 13F -332 shares

    0.08% of the 13F portfolio, value $593,544.

    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 8,611 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $728,000.

    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).