Ethos Financial Group, LLC GS/PRD — The Goldman Sach 4 PFD PFD Ser D

Ownership history in Ethos Financial Group, LLC  ·  11 quarters on record

AI Ownership Summary

Ethos Financial Group, LLC reported The Goldman Sach 4 PFD PFD Ser D (GS/PRD) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.13% in 2024 Q1. The latest visible filing shows GS/PRD at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this GS/PRD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ethos Financial Group, LLC's position in The Goldman Sach 4 PFD PFD Ser D, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GS/PRD was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GS/PRD stock page Ethos Financial Group, LLC fund profile Ethos Financial Group, LLC full holdings
How Ethos Financial Group, LLC held GS/PRD — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 31,294 — 0% 0.04% $596K 2026-05-05 —
2025 Q4 REDUCED — — — 31,294 -73 -0.2% 0.04% $609K 2026-01-20 —
2025 Q3 REDUCED — — — 31,367 -59 -0.2% 0.05% $656K 2025-10-23 —
2025 Q2 ADDED — — — 31,426 +300 +1.0% 0.06% $651K 2025-08-06 —
2025 Q1 UNCHANGED — — — 31,126 — 0% 0.07% $713K 2025-05-13 —
2024 Q4 ADDED — — — 31,126 +650 +2.1% 0.09% $713K 2025-02-06 —
2024 Q3 UNCHANGED — — — 30,476 — 0% 0.11% $689K 2024-11-07 —
2024 Q2 ADDED — — — 30,476 +200 +0.7% 0.12% $698K 2024-08-12 —
2024 Q1 ADDED — — — 30,276 +2,022 +7.2% 0.13% $693K 2024-05-08 —
2023 Q4 ADDED — — — 28,254 +2,505 +9.7% 0.13% $610K 2024-02-07 —
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding GS/PRD

As of 2026 Q1 — sorted by position size

Atlas Wealth LLC 3Y 1.37% DELTA CAPITAL MANAGEMENT LLC 3Y 7Y 0.21% BOYD WATTERSON ASSET MANAGEMENT LLC/OH 3Y 7Y 0.0% PNC FINANCIAL SERVICES GROUP, INC. 3Y 7Y 0.0% ATLAS CAPITAL ADVISORS INC. 3Y 7Y 0.0% Ascentis Independent Advisors 3Y 0.0% First Command Advisory Services, Inc. 3Y 7Y 0.0%

FAQ About Ethos Financial Group, LLC and GS/PRD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ethos Financial Group, LLC reported owning GS/PRD?

Ethos Financial Group, LLC reported GS/PRD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported GS/PRD position in Ethos Financial Group, LLC's portfolio?

The largest reported portfolio weight for GS/PRD was 0.13% in 2024 Q1.

What is the latest reported GS/PRD position on this page?

The most recent filing on this page is 2026 Q1, when Ethos Financial Group, LLC reported 31,294 shares, equal to 0.04% of portfolio, with an estimated market value of $596K.

What does the chart on this GS/PRD ownership page compare?

The chart compares Ethos Financial Group, LLC's quarterly GS/PRD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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