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Ethos Financial Group, LLC

SEC CIK
0001954242
Latest filing
Aug 7, 2026

SURG holding history

SurgePays, 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.

SURG overviewAll 13F holders of SURGFull Q2 2026 holdings

Shares (Q2 2026)
50,233
Value
$18.1K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of SURG by Ethos Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202650,233$18.1K<0.1%+37,366+290.4%AddedHolders
Q1 202612,867$21.5K<0.1%00.0%UnchangedHolders
Q4 202512,867$21.5K<0.1%−35,887−73.6%ReducedHolders
Q3 202548,754$137.0K<0.1%00.0%UnchangedHolders
Q2 202548,754$151.6K<0.1%+21,186+76.8%AddedHolders
Q1 202527,568$57.1K<0.1%+27,568NewHolders