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Disclosery

Ethos Financial Group, LLC: QVAL position timeline

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

Ethos Financial Group, LLC held 203,329 QVAL 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 203,329 shares
    Change vs previous 13F -57,540 shares

    0.8% of the 13F portfolio, value $12,004,486.

    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 260,869 shares
    Change vs previous 13F -30,309 shares

    0.99% of the 13F portfolio, value $13,602,086.

    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 291,178 shares
    Change vs previous 13F +28,116 shares

    1.05% of the 13F portfolio, value $14,208,008.

    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 263,062 shares
    Change vs previous 13F +17,365 shares

    0.96% of the 13F portfolio, value $12,271,820.

    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 245,697 shares
    Change vs previous 13F +42,305 shares

    0.93% of the 13F portfolio, value $10,813,133.

    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 203,392 shares
    Change vs previous 13F 0 shares

    0.87% of the 13F portfolio, value $9,079,403.

    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 203,392 shares
    Change vs previous 13F +32,689 shares

    1.18% of the 13F portfolio, value $9,079,403.

    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 170,703 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $7,876,000.

    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).