Skip to main content

Ethos Financial Group, LLC

SEC CIK
0001954242
Latest filing
Aug 7, 2026

DIS holding history

Walt Disney Co 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.

DIS overviewAll 13F holders of DISFull Q2 2026 holdings

Shares (Q2 2026)
2,837
Value
$279.4K
% of portfolio
<0.1%
Quarters held
12
Since Q4 2022
Holdings of DIS by Ethos Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,837$279.4K<0.1%−18−0.6%ReducedHolders
Q1 20262,855$275.1K<0.1%−146−4.9%ReducedHolders
Q4 20253,001$343.7K<0.1%+339+12.7%AddedHolders
Q3 20252,662$304.8K<0.1%−419−13.6%ReducedHolders
Q2 20253,081$383.7K<0.1%+750+32.2%AddedHolders
Q1 20252,331$260.7K<0.1%00.0%UnchangedHolders
Q4 20242,331$260.7K<0.1%+2,331NewHolders
Q3 20240$00.0%−2,670−100.0%Sold outHolders
Q2 20242,670$265.0K<0.1%−304−10.2%ReducedHolders
Q1 20242,974$364.0K0.1%−913−23.5%ReducedHolders
Q4 20233,887$352.0K0.1%−48−1.2%ReducedHolders
Q3 20233,935$318.9K0.1%+3,935NewHolders
Q1 20230$00.0%−2,888−100.0%Sold outHolders
Q4 20222,888$259.4K0.1%–No prior filingHolders