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Disclosery

Ethos Financial Group, LLC: STIP position timeline

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

Ethos Financial Group, LLC held 116,299 STIP 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 116,299 shares
    Change vs previous 13F -25,360 shares

    0.79% of the 13F portfolio, value $11,793,924.

    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 141,659 shares
    Change vs previous 13F +5,989 shares

    1.07% of the 13F portfolio, value $14,651,772.

    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 135,670 shares
    Change vs previous 13F +17,975 shares

    1.03% of the 13F portfolio, value $13,891,245.

    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 117,695 shares
    Change vs previous 13F -5 shares

    0.95% of the 13F portfolio, value $12,164,955.

    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 117,700 shares
    Change vs previous 13F +35,757 shares

    1.04% of the 13F portfolio, value $12,112,507.

    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 81,943 shares
    Change vs previous 13F +253 shares

    0.79% of the 13F portfolio, value $8,244,192.

    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 81,690 shares
    Change vs previous 13F -46,427 shares

    1.07% of the 13F portfolio, value $8,218,014.

    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 128,117 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $12,981,000.

    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).