MBOX — Ea Ser TR Freedom Day Dividend ETF

Ownership history in Ethos Financial Group, LLC  ·  12 quarters on record

AI Ownership Summary

Ethos Financial Group, LLC reported Ea Ser TR Freedom Day Dividend ETF (MBOX) in 12 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.3% in 2024 Q3. The latest visible filing shows MBOX at 0.02% 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 MBOX 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 Ea Ser TR Freedom Day Dividend 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

MBOX was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2024 Q3

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 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.

MBOX stock page Ethos Financial Group, LLC fund profile Ethos Financial Group, LLC full holdings
How Ethos Financial Group, LLC held MBOX — position size vs. price
% of Fund (quarterly)    MBOX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 6,086 -2,746 -31.1% 0.02% $213K 2026-02-14 (Est.) $37.83
2025 Q3 ADDED 8,832 +60 +0.7% 0.02% $311K 2025-10-23 $34.80
2025 Q2 REDUCED 8,772 -51,209 -85.4% 0.03% $294K 2025-08-06 $33.42
2025 Q1 UNCHANGED 59,981 — 0% 0.19% $2.0M 2025-05-13 $32.62
2024 Q4 ADDED 59,981 +6,317 +11.8% 0.26% $2.0M 2025-02-06 $33.71
2024 Q3 ADDED 53,664 +30,098 +127.7% 0.30% $1.8M 2024-11-07 $33.72
2024 Q1 REDUCED 23,566 -79 -0.3% 0.14% $757K 2024-05-08 $30.62
2023 Q4 REDUCED 23,645 -16,505 -41.1% 0.14% $677K 2024-02-07 $28.32
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MBOX

As of 2025 Q4 — sorted by position size

Freedom Day Solutions, LLC 3Y 7Y 29.72% LaSalle St. Investment Advisors, LLC 3Y 0.04% Hamilton Point Investment Advisors, LLC 3Y 7Y 0.02% SAPIENT CAPITAL LLC 0.0% HighTower Advisors, LLC 3Y 7Y 0.0% Cetera Investment Advisers 3Y 7Y 0.0% SUSQUEHANNA INTERNATIONAL GROUP, LLP 3Y 7Y 0.0% ROYAL BANK OF CANADA 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0% JPMORGAN CHASE & CO 3Y 7Y 0.0%

FAQ About Ethos Financial Group, LLC and MBOX

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 MBOX?

Ethos Financial Group, LLC reported MBOX across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

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

The largest reported portfolio weight for MBOX was 0.30% in 2024 Q3.

What is the latest reported MBOX position on this page?

The most recent filing on this page is 2025 Q4, when Ethos Financial Group, LLC reported 6,086 shares, equal to 0.02% of portfolio, with an estimated market value of $213K.

What does the chart on this MBOX ownership page compare?

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