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Disclosery

Ethos Financial Group, LLC: OBDC position timeline

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

Ethos Financial Group, LLC held 48,945 OBDC 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 48,945 shares
    Change vs previous 13F -5,334 shares

    0.04% of the 13F portfolio, value $532,032.

    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 54,279 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $674,688.

    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 54,279 shares
    Change vs previous 13F -1,024 shares

    0.05% of the 13F portfolio, value $674,688.

    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 55,303 shares
    Change vs previous 13F +7,975 shares

    0.06% of the 13F portfolio, value $706,219.

    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 47,328 shares
    Change vs previous 13F +5,240 shares

    0.06% of the 13F portfolio, value $679,454.

    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 42,088 shares
    Change vs previous 13F +41,418 shares

    0.06% of the 13F portfolio, value $617,566.

    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 670 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,378.

    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).