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Disclosery

Ethos Financial Group, LLC: SPGM position timeline

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

Ethos Financial Group, LLC held 122,686 SPGM 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 122,686 shares
    Change vs previous 13F -4,422 shares

    0.68% of the 13F portfolio, value $10,201,381.

    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 127,108 shares
    Change vs previous 13F +7,927 shares

    0.7% of the 13F portfolio, value $9,623,314.

    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 119,181 shares
    Change vs previous 13F -399 shares

    0.68% of the 13F portfolio, value $9,142,341.

    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 119,580 shares
    Change vs previous 13F +282 shares

    0.7% of the 13F portfolio, value $8,956,542.

    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 119,298 shares
    Change vs previous 13F -6,112 shares

    0.71% of the 13F portfolio, value $8,231,562.

    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 125,410 shares
    Change vs previous 13F 0 shares

    0.76% of the 13F portfolio, value $7,942,215.

    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 125,410 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $7,942,215.

    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).