Skip to content
Disclosery

Ethos Financial Group, LLC: VT position timeline

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

Ethos Financial Group, LLC held 226,605 VT 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 226,605 shares
    Change vs previous 13F -12,878 shares

    2.31% of the 13F portfolio, value $34,501,859.

    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 239,483 shares
    Change vs previous 13F +24,195 shares

    2.42% of the 13F portfolio, value $33,119,007.

    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 215,288 shares
    Change vs previous 13F +6,125 shares

    2.24% of the 13F portfolio, value $30,368,568.

    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 209,163 shares
    Change vs previous 13F -1,224 shares

    2.26% of the 13F portfolio, value $28,822,720.

    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 210,387 shares
    Change vs previous 13F +14,637 shares

    2.33% of the 13F portfolio, value $27,038,976.

    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 195,750 shares
    Change vs previous 13F +891 shares

    2.2% of the 13F portfolio, value $22,995,348.

    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 194,859 shares
    Change vs previous 13F +21,490 shares

    2.98% of the 13F portfolio, value $22,892,037.

    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 173,369 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $20,752,000.

    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).