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Disclosery

Ethos Financial Group, LLC: USFR position timeline

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

Ethos Financial Group, LLC held 63,170 USFR 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 63,170 shares
    Change vs previous 13F +1,377 shares

    0.21% of the 13F portfolio, value $3,181,239.

    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 61,793 shares
    Change vs previous 13F -25,283 shares

    0.23% of the 13F portfolio, value $3,110,652.

    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 87,076 shares
    Change vs previous 13F +23,353 shares

    0.32% of the 13F portfolio, value $4,381,680.

    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 63,723 shares
    Change vs previous 13F +12,863 shares

    0.25% of the 13F portfolio, value $3,203,355.

    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 50,860 shares
    Change vs previous 13F -10,261 shares

    0.22% of the 13F portfolio, value $2,558,767.

    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 61,121 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $3,075,609.

    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 61,121 shares
    Change vs previous 13F -311 shares

    0.4% of the 13F portfolio, value $3,075,609.

    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 61,432 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $3,085,000.

    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).