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Ethos Financial Group, LLC

SEC CIK
0001954242
Latest filing
Aug 7, 2026

VRT holding history

Vertiv Holdings 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.

VRT overviewAll 13F holders of VRTFull Q2 2026 holdings

Shares (Q2 2026)
1,743
Value
$388.8K
% of portfolio
<0.1%
Quarters held
5
Since Q4 2024
Holdings of VRT by Ethos Financial Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,743$388.8K<0.1%−13−0.7%ReducedHolders
Q1 20261,756$440.0K<0.1%+208+13.4%AddedHolders
Q4 20251,548$250.8K<0.1%−62−3.9%ReducedHolders
Q3 20251,610$242.9K<0.1%+1,610NewHolders
Q1 20250$00.0%−35−100.0%Sold outHolders
Q4 202435$3.98K<0.1%+35NewHolders