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Disclosery

Ethos Financial Group, LLC: XLG position timeline

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

Ethos Financial Group, LLC held 31,754 XLG 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 31,754 shares
    Change vs previous 13F -828 shares

    0.12% of the 13F portfolio, value $1,862,054.

    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 32,582 shares
    Change vs previous 13F -137,340 shares

    0.13% of the 13F portfolio, value $1,777,348.

    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 169,922 shares
    Change vs previous 13F +138,498 shares

    0.74% of the 13F portfolio, value $10,072,976.

    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 31,424 shares
    Change vs previous 13F +238 shares

    0.14% of the 13F portfolio, value $1,807,508.

    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 31,186 shares
    Change vs previous 13F -1,014 shares

    0.14% of the 13F portfolio, value $1,624,791.

    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 32,200 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $1,608,712.

    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 32,200 shares
    Change vs previous 13F +12,598 shares

    0.21% of the 13F portfolio, value $1,608,712.

    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 19,602 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $932,000.

    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).