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Financial Insights, Inc.: ETHO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Insights, Inc. on ETHO, newest first. How the timeline and the estimate are built.

Financial Insights, Inc. held 3,406 ETHO shares at 2026-06-30 per its 13F-HR filed 2026-08-25.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,406 shares
    Change vs previous 13F -60 shares

    0.07% of the 13F portfolio, value $274,558.

    13F-HR 0001642058-26-000005 filed by Financial Insights, Inc.
    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 3,466 shares
    Change vs previous 13F -20 shares

    0.07% of the 13F portfolio, value $229,025.

    13F-HR 0001642058-26-000004 filed by Financial Insights, Inc.
    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 3,486 shares
    Change vs previous 13F -561 shares

    0.08% of the 13F portfolio, value $227,636.

    13F-HR 0001085146-26-000292 filed by Financial Insights, Inc.
    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 4,047 shares
    Change vs previous 13F -7,066 shares

    0.09% of the 13F portfolio, value $257,734.

    13F-HR 0001085146-26-000291 filed by Financial Insights, Inc.
    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 11,113 shares
    Change vs previous 13F -31,775 shares

    0.24% of the 13F portfolio, value $645,999.

    13F-HR 0001085146-25-004028 filed by Financial Insights, Inc.
    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 42,888 shares
    Change vs previous 13F -1,108 shares

    0.94% of the 13F portfolio, value $2,358,411.

    13F-HR 0001085146-25-002342 filed by Financial Insights, Inc.
    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 43,996 shares
    Change vs previous 13F +1,060 shares

    0.98% of the 13F portfolio, value $2,628,374.

    13F-HR 0001085146-25-001806 filed by Financial Insights, Inc.
    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 42,936 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $2,572,390.

    13F-HR 0001085146-24-005052 filed by Financial Insights, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).