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Disclosery

Ethos Financial Group, LLC: USHY position timeline

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

Ethos Financial Group, LLC held 67,959 USHY 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 67,959 shares
    Change vs previous 13F -27,237 shares

    0.17% of the 13F portfolio, value $2,492,052.

    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 95,196 shares
    Change vs previous 13F +929 shares

    0.26% of the 13F portfolio, value $3,507,006.

    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 94,267 shares
    Change vs previous 13F -2,775 shares

    0.26% of the 13F portfolio, value $3,525,113.

    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 97,042 shares
    Change vs previous 13F -1,730 shares

    0.29% of the 13F portfolio, value $3,666,247.

    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 98,772 shares
    Change vs previous 13F -165,296 shares

    0.32% of the 13F portfolio, value $3,704,938.

    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 264,068 shares
    Change vs previous 13F 0 shares

    0.93% of the 13F portfolio, value $9,715,062.

    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 264,068 shares
    Change vs previous 13F +245,894 shares

    1.27% of the 13F portfolio, value $9,715,062.

    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 18,174 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $684,000.

    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).