Ethos Financial Group, LLC
CIK
0001954242
City
KING OF PRUSSIA
State / Country
PA
Holdings in PDO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $138,400 | 10,000 | Shares | Sole | 2026-01-20 |
| 2025-09-30 | $141,200 | 10,000 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $134,800 | 10,000 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $138,800 | 10,000 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $135,900 | 10,000 | Shares | Sole | 2025-02-06 |
| 2024-09-30 | $141,200 | 10,000 | Shares | Sole | 2024-11-07 |
| 2024-06-30 | $132,900 | 10,000 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $131,700 | 10,000 | Shares | Sole | 2024-05-08 |
| 2023-12-31 | $122,400 | 10,000 | Shares | Sole | 2024-02-07 |
| 2023-09-30 | $118,800 | 10,000 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $195,900 | 15,000 | Shares | Sole | 2023-07-19 |
| 2023-03-31 | $186,000 | 15,000 | Shares | Sole | 2023-04-20 |
| 2022-12-31 | $191,550 | 15,000 | Shares | Sole | 2023-02-09 |