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Ethos Financial Group, LLC

SEC CIK
0001954242
Latest filing
Aug 7, 2026

ET holding history

Energy Transfer LP 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.

ET overviewAll 13F holders of ETFull Q2 2026 holdings

Shares (Q2 2026)
31,784
Value
$642.0K
% of portfolio
<0.1%
Quarters held
15
Since Q4 2022
Holdings of ET by Ethos Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202631,784$642.0K<0.1%+9,486+42.5%AddedHolders
Q1 202622,298$430.3K<0.1%+2,303+11.5%AddedHolders
Q4 202519,995$329.7K<0.1%−987−4.7%ReducedHolders
Q3 202520,982$360.1K<0.1%−745−3.4%ReducedHolders
Q2 202521,727$393.9K<0.1%+105+0.5%AddedHolders
Q1 202521,622$423.6K<0.1%00.0%UnchangedHolders
Q4 202421,622$423.6K0.1%+1,304+6.4%AddedHolders
Q3 202420,318$326.0K0.1%+3,005+17.4%AddedHolders
Q2 202417,313$281.0K<0.1%+136+0.8%AddedHolders
Q1 202417,177$270.0K0.1%+1,311+8.3%AddedHolders
Q4 202315,866$219.0K<0.1%+753+5.0%AddedHolders
Q3 202315,113$212.0K0.1%+3,382+28.8%AddedHolders
Q2 202311,731$146.3K<0.1%00.0%UnchangedHolders
Q1 202311,731$146.3K<0.1%−350−2.9%ReducedHolders
Q4 202212,081$143.4K<0.1%–No prior filingHolders