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Disclosery

Ethos Financial Group, LLC: VTIP position timeline

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

Ethos Financial Group, LLC held 202,806 VTIP 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 202,806 shares
    Change vs previous 13F -19,650 shares

    0.67% of the 13F portfolio, value $10,075,386.

    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 222,456 shares
    Change vs previous 13F +12,586 shares

    0.81% of the 13F portfolio, value $11,111,631.

    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 209,870 shares
    Change vs previous 13F +45,003 shares

    0.77% of the 13F portfolio, value $10,380,176.

    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 164,867 shares
    Change vs previous 13F +6,193 shares

    0.66% of the 13F portfolio, value $8,347,216.

    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 158,674 shares
    Change vs previous 13F +43,910 shares

    0.69% of the 13F portfolio, value $7,974,197.

    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 114,764 shares
    Change vs previous 13F +3,145 shares

    0.53% of the 13F portfolio, value $5,559,266.

    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 111,619 shares
    Change vs previous 13F +5,286 shares

    0.7% of the 13F portfolio, value $5,402,316.

    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 106,333 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $5,241,000.

    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).