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Ethos Financial Group, LLC

SEC CIK
0001954242
Latest filing
Aug 7, 2026

EXR holding history

Extra Space Storage 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.

EXR overviewAll 13F holders of EXRFull Q2 2026 holdings

Shares (Q2 2026)
2,238
Value
$325.2K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of EXR by Ethos Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,238$325.2K<0.1%−51−2.2%ReducedHolders
Q1 20262,289$298.1K<0.1%00.0%UnchangedHolders
Q4 20252,289$298.1K<0.1%−662−22.4%ReducedHolders
Q3 20252,951$415.9K<0.1%+32+1.1%AddedHolders
Q2 20252,919$430.4K<0.1%+336+13.0%AddedHolders
Q1 20252,583$383.6K<0.1%+2,583NewHolders