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Disclosery

Ethos Financial Group, LLC: SHV position timeline

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

Ethos Financial Group, LLC held 25,493 SHV 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 25,493 shares
    Change vs previous 13F +167 shares

    0.19% of the 13F portfolio, value $2,813,370.

    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 25,326 shares
    Change vs previous 13F +4,488 shares

    0.2% of the 13F portfolio, value $2,795,737.

    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 20,838 shares
    Change vs previous 13F -551 shares

    0.17% of the 13F portfolio, value $2,295,306.

    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 21,389 shares
    Change vs previous 13F -1,355 shares

    0.19% of the 13F portfolio, value $2,363,271.

    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 22,744 shares
    Change vs previous 13F -638 shares

    0.22% of the 13F portfolio, value $2,511,392.

    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 23,382 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $2,574,592.

    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 23,382 shares
    Change vs previous 13F -69,735 shares

    0.34% of the 13F portfolio, value $2,574,592.

    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 93,117 shares
    Change vs previous 13F not available

    1.7% of the 13F portfolio, value $10,302,000.

    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).