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Disclosery

Ethos Financial Group, LLC: XEVVX position timeline

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

Ethos Financial Group, LLC held 165,093 XEVVX 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 165,093 shares
    Change vs previous 13F -7,348 shares

    0.1% of the 13F portfolio, value $1,546,921.

    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 172,441 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $1,708,890.

    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 172,441 shares
    Change vs previous 13F -9,149 shares

    0.13% of the 13F portfolio, value $1,708,890.

    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 181,590 shares
    Change vs previous 13F +5,516 shares

    0.14% of the 13F portfolio, value $1,843,139.

    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 176,074 shares
    Change vs previous 13F +5,171 shares

    0.16% of the 13F portfolio, value $1,806,519.

    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 170,903 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $1,705,612.

    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).