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Disclosery

Ethos Financial Group, LLC: MTBA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Ethos Financial Group, LLC on MTBA, newest first. How the timeline and the estimate are built.

Ethos Financial Group, LLC held 135,544 MTBA shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 135,544 shares
    Change vs previous 13F -76,345 shares

    0.44% of the 13F portfolio, value $6,651,155.

    13F-HR 0001954242-26-000004 filed by Ethos Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 211,889 shares
    Change vs previous 13F +21,596 shares

    0.76% of the 13F portfolio, value $10,450,389.

    13F-HR 0001954242-26-000003 filed by Ethos Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 190,293 shares
    Change vs previous 13F +48,290 shares

    0.71% of the 13F portfolio, value $9,592,653.

    13F-HR 0001954242-26-000002 filed by Ethos Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 142,003 shares
    Change vs previous 13F -10,378 shares

    0.56% of the 13F portfolio, value $7,149,832.

    13F-HR 0001954242-25-000007 filed by Ethos Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 152,381 shares
    Change vs previous 13F -2,571 shares

    0.66% of the 13F portfolio, value $7,632,774.

    13F-HR 0001954242-25-000005 filed by Ethos Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 154,952 shares
    Change vs previous 13F -25,765 shares

    0.74% of the 13F portfolio, value $7,769,287.

    13F-HR 0001954242-25-000003 filed by Ethos Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 180,717 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $8,979,849.

    13F-HR 0001954242-25-000002 filed by Ethos Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).