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Ethos Financial Group, LLC

SEC CIK
0001954242
Latest filing
Aug 7, 2026

D holding history

Dominion Energy, 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.

D overviewAll 13F holders of DFull Q2 2026 holdings

Shares (Q2 2026)
31,620
Value
$2.16M
% of portfolio
0.1%
Quarters held
6
Since Q1 2025
Holdings of D by Ethos Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202631,620$2.16M0.1%−7,480−19.1%ReducedHolders
Q1 202639,100$2.30M0.2%+1,453+3.9%AddedHolders
Q4 202537,647$2.21M0.2%−1,905−4.8%ReducedHolders
Q3 202539,552$2.42M0.2%+771+2.0%AddedHolders
Q2 202538,781$2.19M0.2%+3,806+10.9%AddedHolders
Q1 202534,975$1.96M0.2%+34,975NewHolders