Ethos Financial Group, LLC: ORCL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ethos Financial Group, LLC on ORCL, newest first. How the timeline and the estimate are built.
Ethos Financial Group, LLC held 5,120 ORCL shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 5,120 sharesChange vs previous 13F -938 shares
0.04% of the 13F portfolio, value $602,838.
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 6,058 sharesChange vs previous 13F +125 shares
0.07% of the 13F portfolio, value $891,152.
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 5,933 sharesChange vs previous 13F -1,693 shares
0.09% of the 13F portfolio, value $1,156,401.
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 7,626 sharesChange vs previous 13F -768 shares
0.17% of the 13F portfolio, value $2,144,736.
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 8,394 sharesChange vs previous 13F +3,911 shares
0.16% of the 13F portfolio, value $1,835,180.
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 4,483 sharesChange vs previous 13F 0 shares
0.07% of the 13F portfolio, value $747,047.
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 4,483 sharesChange vs previous 13F +1,113 shares
0.1% of the 13F portfolio, value $747,047.
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 3,370 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $574,000.
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).