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Disclosery

Ethos Financial Group, LLC: QUAL position timeline

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

Ethos Financial Group, LLC held 17,358 QUAL 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 17,358 shares
    Change vs previous 13F -429 shares

    0.25% of the 13F portfolio, value $3,748,981.

    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 17,787 shares
    Change vs previous 13F -2,364 shares

    0.25% of the 13F portfolio, value $3,411,724.

    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 20,151 shares
    Change vs previous 13F -1,313 shares

    0.3% of the 13F portfolio, value $4,002,392.

    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 21,464 shares
    Change vs previous 13F -7,721 shares

    0.33% of the 13F portfolio, value $4,174,749.

    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 29,185 shares
    Change vs previous 13F -280 shares

    0.46% of the 13F portfolio, value $5,335,602.

    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 29,465 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $5,247,127.

    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 29,465 shares
    Change vs previous 13F -5,305 shares

    0.68% of the 13F portfolio, value $5,247,127.

    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 34,770 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $6,234,000.

    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).