Ethos Financial Group, LLC: PCT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ethos Financial Group, LLC on PCT, newest first. How the timeline and the estimate are built.
Ethos Financial Group, LLC held 865,315 PCT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 865,315 sharesChange vs previous 13F +153,402 shares
0.47% of the 13F portfolio, value $7,017,703.
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 711,913 sharesChange vs previous 13F +155,140 shares
0.26% of the 13F portfolio, value $3,602,280.
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 556,773 sharesChange vs previous 13F +164,185 shares
0.35% of the 13F portfolio, value $4,782,680.
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 392,588 sharesChange vs previous 13F -181,420 shares
0.41% of the 13F portfolio, value $5,162,532.
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 574,008 sharesChange vs previous 13F +120,654 shares
0.68% of the 13F portfolio, value $7,863,910.
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 453,354 sharesChange vs previous 13F +166,382 shares
0.3% of the 13F portfolio, value $3,137,210.
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 286,972 sharesChange vs previous 13F not available
0.38% of the 13F portfolio, value $2,941,463.
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).