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Ethos Financial Group, LLC

SEC CIK
0001954242
Latest filing
Aug 7, 2026

SRE holding history

Sempra 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.

SRE overviewAll 13F holders of SREFull Q2 2026 holdings

Shares (Q2 2026)
2,252
Value
$208.8K
% of portfolio
<0.1%
Quarters held
3
Since Q4 2024
Holdings of SRE by Ethos Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,252$208.8K<0.1%+2,252NewHolders
Q4 20250$00.0%−2,252−100.0%Sold outHolders
Q3 20252,252$202.6K<0.1%+2,252NewHolders
Q1 20250$00.0%−1,515−100.0%Sold outHolders
Q4 20241,515$133.8K<0.1%+1,515NewHolders