Ethos Financial Group, LLC
Holdings in CGBD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,750,810 | 140,177 | Shares | Sole | 2026-01-20 |
| 2025-09-30 | $2,072,187 | 165,775 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $2,382,672 | 174,172 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $2,780,872 | 171,871 | Shares | Sole | 2025-05-13 |