Ethos Financial Group, LLC

Position in SURG — SurgePays, Inc.

CIK 1954242 KING OF PRUSSIA, PA

Position in SURG

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$18,134

+$8,471 QoQ

Shares Held

50,233

+290.4% QoQ

Ownership

0.095%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#12

of 35 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Communication Services · as of Jun 30, 2026

Ethos Financial Group, LLC holds $3,045,244 across 4 Telecom Services names. SURG ranks #4 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	T	At&T Inc.	103,381	$2,139,986
2	VZ	Verizon Communications Inc	14,013	$593,310
3	CMCSA	Comcast Corp	11,968	$293,814
4	SURG	SurgePays, Inc. This page	50,233	$18,134

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,134	50,233	+290.4%	Shares	Sole	2026-08-07
2026-03-31	$9,663	12,867	0.0%	Shares	Sole	2026-05-05
2025-12-31	$21,487	12,867	-73.6%	Shares	Sole	2026-01-20
2025-09-30	$136,998	48,754	0.0%	Shares	Sole	2025-10-23
2025-06-30	$151,624	48,754	+76.8%	Shares	Sole	2025-08-06
2025-03-31	$57,065	27,568	—	Shares	Sole	2025-05-13
No filing history on record for this holder in this stock.