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Disclosery

Ethos Financial Group, LLC: SPY position timeline

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

Ethos Financial Group, LLC held 41,164 SPY 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 41,164 shares
    Change vs previous 13F +15,285 shares

    2.02% of the 13F portfolio, value $30,152,723.

    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 25,879 shares
    Change vs previous 13F -6,922 shares

    1.24% of the 13F portfolio, value $16,945,443.

    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 32,801 shares
    Change vs previous 13F +1,872 shares

    1.66% of the 13F portfolio, value $22,423,750.

    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 30,929 shares
    Change vs previous 13F -544 shares

    1.62% of the 13F portfolio, value $20,655,676.

    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 31,473 shares
    Change vs previous 13F +5,966 shares

    1.68% of the 13F portfolio, value $19,495,870.

    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 25,507 shares
    Change vs previous 13F +2,191 shares

    1.43% of the 13F portfolio, value $14,936,564.

    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 23,316 shares
    Change vs previous 13F -674 shares

    1.79% of the 13F portfolio, value $13,710,940.

    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 23,990 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $13,806,000.

    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).