LEAD — Siren ETF TR Divcon Leaders Divid ETF

Ownership history in Ethos Financial Group, LLC  ·  13 quarters on record

AI Ownership Summary

Ethos Financial Group, LLC reported Siren ETF TR Divcon Leaders Divid ETF (LEAD) in 13 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.51% in 2024 Q2. The latest visible filing shows LEAD at 0.06% 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 LEAD 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 Siren ETF TR Divcon Leaders Divid ETF, 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
2025 Q4

LEAD was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% in 2024 Q2

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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.

LEAD stock page Ethos Financial Group, LLC fund profile Ethos Financial Group, LLC full holdings
How Ethos Financial Group, LLC held LEAD — position size vs. price
% of Fund (quarterly)    LEAD price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 10,227 -313 -3.0% 0.06% $780K 2026-02-14 (Est.) $80.42
2025 Q3 REDUCED 10,540 -132 -1.2% 0.06% $802K 2025-10-23 $76.52
2025 Q2 REDUCED 10,672 -9,329 -46.6% 0.07% $767K 2025-08-06 $73.31
2025 Q1 UNCHANGED 20,001 — 0% 0.13% $1.3M 2025-05-13 $68.71
2024 Q4 ADDED 20,001 +763 +4.0% 0.17% $1.3M 2025-02-06 $68.31
2024 Q3 REDUCED 19,238 -26,146 -57.6% 0.22% $1.3M 2024-11-07 $70.04
2024 Q2 ADDED 45,384 +17,875 +65.0% 0.51% $2.9M 2024-08-12 $63.32
2024 Q1 ADDED 27,509 +547 +2.0% 0.34% $1.8M 2024-05-08 $62.28
2023 Q4 ADDED 26,962 +21,032 +354.7% 0.35% $1.6M 2024-02-07 $61.53
2023 Q3 ADDED 5,930 +488 +9.0% 0.08% $325K 2023-11-13 $54.92
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding LEAD

As of 2025 Q4 — sorted by position size

MCDONALD PARTNERS LLC 3Y 0.5% Post Resch Tallon Group Inc. 0.43% Jacobi Capital Management LLC 3Y 7Y 0.26% Sage Capital Advisors,llc 3Y 7Y 0.18% Collaborative Wealth Managment Inc. 3Y 0.17% Capital Advisors, Ltd. LLC 3Y 7Y 0.16% Tower Research Capital LLC (TRC) 3Y 7Y 0.07% HOWARD FINANCIAL SERVICES, LTD. 3Y 7Y 0.06% Diversified Enterprises, LLC 0.05% MONOGRAPH WEALTH ADVISORS, LLC 3Y 0.03%

FAQ About Ethos Financial Group, LLC and LEAD

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 LEAD?

Ethos Financial Group, LLC reported LEAD across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

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

The largest reported portfolio weight for LEAD was 0.51% in 2024 Q2.

What is the latest reported LEAD position on this page?

The most recent filing on this page is 2025 Q4, when Ethos Financial Group, LLC reported 10,227 shares, equal to 0.06% of portfolio, with an estimated market value of $780K.

What does the chart on this LEAD ownership page compare?

The chart compares Ethos Financial Group, LLC's quarterly LEAD 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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