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Disclosery

Ethos Financial Group, LLC: SYLD position timeline

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

Ethos Financial Group, LLC held 70,915 SYLD 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 70,915 shares
    Change vs previous 13F +3,102 shares

    0.37% of the 13F portfolio, value $5,608,444.

    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 67,813 shares
    Change vs previous 13F -935 shares

    0.37% of the 13F portfolio, value $5,041,197.

    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 68,748 shares
    Change vs previous 13F -109 shares

    0.35% of the 13F portfolio, value $4,779,365.

    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 68,857 shares
    Change vs previous 13F -2,705 shares

    0.37% of the 13F portfolio, value $4,727,724.

    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 71,562 shares
    Change vs previous 13F +7,625 shares

    0.4% of the 13F portfolio, value $4,653,650.

    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 63,937 shares
    Change vs previous 13F +10,856 shares

    0.39% of the 13F portfolio, value $4,079,183.

    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 53,081 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $3,634,439.

    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).