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Disclosery

Ethos Financial Group, LLC: SHY position timeline

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

Ethos Financial Group, LLC held 8,554 SHY 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 8,554 shares
    Change vs previous 13F +491 shares

    0.05% of the 13F portfolio, value $702,336.

    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 8,063 shares
    Change vs previous 13F +3,330 shares

    0.05% of the 13F portfolio, value $665,236.

    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 4,733 shares
    Change vs previous 13F -1,258 shares

    0.03% of the 13F portfolio, value $392,006.

    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 5,991 shares
    Change vs previous 13F -165,392 shares

    0.04% of the 13F portfolio, value $497,013.

    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 171,383 shares
    Change vs previous 13F +26,671 shares

    1.22% of the 13F portfolio, value $14,200,823.

    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 144,712 shares
    Change vs previous 13F +16,793 shares

    1.14% of the 13F portfolio, value $11,971,991.

    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 127,919 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $10,486,792.

    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).