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Disclosery

Ethos Financial Group, LLC: TIP position timeline

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

Ethos Financial Group, LLC held 204,045 TIP 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 204,045 shares
    Change vs previous 13F -24,027 shares

    1.47% of the 13F portfolio, value $21,989,953.

    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 228,072 shares
    Change vs previous 13F +19,430 shares

    1.84% of the 13F portfolio, value $25,169,975.

    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 208,642 shares
    Change vs previous 13F +31,820 shares

    1.69% of the 13F portfolio, value $22,931,792.

    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 176,822 shares
    Change vs previous 13F +377 shares

    1.54% of the 13F portfolio, value $19,666,155.

    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 176,445 shares
    Change vs previous 13F +30,925 shares

    1.67% of the 13F portfolio, value $19,416,011.

    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 145,520 shares
    Change vs previous 13F 0 shares

    1.48% of the 13F portfolio, value $15,505,148.

    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 145,520 shares
    Change vs previous 13F +10,180 shares

    2.02% of the 13F portfolio, value $15,505,148.

    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 135,340 shares
    Change vs previous 13F not available

    2.47% of the 13F portfolio, value $14,951,000.

    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).