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Ethos Financial Group, LLC

SEC CIK
0001954242
Latest filing
Aug 7, 2026

ERIE holding history

Erie Indemnity 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.

ERIE overviewAll 13F holders of ERIEFull Q2 2026 holdings

Shares (Q2 2026)
4,046
Value
$1.01M
% of portfolio
0.1%
Quarters held
3
Since Q4 2024
Holdings of ERIE by Ethos Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,046$1.01M0.1%+4,046NewHolders
Q2 20250$00.0%−1,344−100.0%Sold outHolders
Q1 20251,344$554.0K0.1%00.0%UnchangedHolders
Q4 20241,344$554.0K0.1%+1,344NewHolders