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Disclosery

Ethos Financial Group, LLC: VCRB position timeline

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

Ethos Financial Group, LLC held 51,200 VCRB 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 51,200 shares
    Change vs previous 13F +2,669 shares

    0.26% of the 13F portfolio, value $3,954,333.

    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 48,531 shares
    Change vs previous 13F -47,786 shares

    0.27% of the 13F portfolio, value $3,744,423.

    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 96,317 shares
    Change vs previous 13F +8,559 shares

    0.55% of the 13F portfolio, value $7,502,645.

    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 87,758 shares
    Change vs previous 13F +55,820 shares

    0.54% of the 13F portfolio, value $6,881,077.

    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 31,938 shares
    Change vs previous 13F +10,696 shares

    0.21% of the 13F portfolio, value $2,477,768.

    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 21,242 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,644,768.

    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).