Ethos Financial Group, LLC

SEC CIK: 0001954242
Latest filing: Aug 7, 2026

SEC filings (opens in a new tab)

ADX holding history

Adams Diversified Equity Fund, Inc. in every 13F filed by Ethos Financial Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ADX overview All 13F holders of ADX Full Q2 2026 holdings

Shares (Q4 2024): 0; Sold out in Q4 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q2 2024

Holdings of ADX by Ethos Financial Group, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2024	0	$0	0.0%	−9,353−100.0%	Sold out	Holders
Q3 2024	9,353	$202.0K	<0.1%	−146−1.5%	Reduced	Holders
Q2 2024	9,499	$204.0K	<0.1%	+9,499	New	Holders