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Disclosery

Ethos Financial Group, LLC: SAR position timeline

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

Ethos Financial Group, LLC held 56,533 SAR 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 56,533 shares
    Change vs previous 13F +3,687 shares

    0.08% of the 13F portfolio, value $1,261,251.

    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 52,846 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $1,219,157.

    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 52,846 shares
    Change vs previous 13F -987 shares

    0.09% of the 13F portfolio, value $1,219,157.

    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 53,833 shares
    Change vs previous 13F +5,237 shares

    0.1% of the 13F portfolio, value $1,312,987.

    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 48,596 shares
    Change vs previous 13F +3,089 shares

    0.1% of the 13F portfolio, value $1,205,181.

    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 45,507 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,152,692.

    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).