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Disclosery

Ethos Financial Group, LLC: XLE position timeline

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

Ethos Financial Group, LLC held 247,104 XLE 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 247,104 shares
    Change vs previous 13F -52,865 shares

    0.97% of the 13F portfolio, value $14,462,584.

    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 299,969 shares
    Change vs previous 13F +22,570 shares

    1.34% of the 13F portfolio, value $18,295,859.

    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 277,399 shares
    Change vs previous 13F +142,705 shares

    0.92% of the 13F portfolio, value $12,402,493.

    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 134,694 shares
    Change vs previous 13F +712 shares

    0.94% of the 13F portfolio, value $12,033,560.

    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 133,982 shares
    Change vs previous 13F -4,784 shares

    0.98% of the 13F portfolio, value $11,363,016.

    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 138,766 shares
    Change vs previous 13F +4,431 shares

    1.14% of the 13F portfolio, value $11,921,167.

    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 134,335 shares
    Change vs previous 13F +13,406 shares

    1.5% of the 13F portfolio, value $11,507,096.

    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 120,929 shares
    Change vs previous 13F not available

    1.75% of the 13F portfolio, value $10,621,000.

    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).