Skip to content

Ethos Financial Group, LLC: URA position timeline

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

Ethos Financial Group, LLC held 107,596 URA 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 107,596 shares
    Change vs previous 13F +17,322 shares

    0.29% of the 13F portfolio, value $4,351,209.

    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 90,274 shares
    Change vs previous 13F +2,806 shares

    0.31% of the 13F portfolio, value $4,266,782.

    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 87,468 shares
    Change vs previous 13F -2,743 shares

    0.28% of the 13F portfolio, value $3,847,221.

    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 90,211 shares
    Change vs previous 13F -25,840 shares

    0.34% of the 13F portfolio, value $4,300,343.

    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 116,051 shares
    Change vs previous 13F -19,459 shares

    0.39% of the 13F portfolio, value $4,502,646.

    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 135,510 shares
    Change vs previous 13F +29,256 shares

    0.32% of the 13F portfolio, value $3,347,378.

    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 106,254 shares
    Change vs previous 13F +58,704 shares

    0.38% of the 13F portfolio, value $2,883,614.

    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 47,550 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,359,000.

    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).