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Disclosery

Ethos Financial Group, LLC: TLT position timeline

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

Ethos Financial Group, LLC held 6,402 TLT 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 6,402 shares
    Change vs previous 13F -104,897 shares

    0.04% of the 13F portfolio, value $543,034.

    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 111,299 shares
    Change vs previous 13F +25,536 shares

    0.71% of the 13F portfolio, value $9,658,251.

    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 85,763 shares
    Change vs previous 13F +82,886 shares

    0.55% of the 13F portfolio, value $7,475,117.

    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 2,877 shares
    Change vs previous 13F -1,167 shares

    0.02% of the 13F portfolio, value $257,130.

    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 4,044 shares
    Change vs previous 13F -4,646 shares

    0.03% of the 13F portfolio, value $356,864.

    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 8,690 shares
    Change vs previous 13F -1,123 shares

    0.07% of the 13F portfolio, value $764,161.

    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 9,813 shares
    Change vs previous 13F -82,188 shares

    0.11% of the 13F portfolio, value $856,989.

    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).

  8. period ended2024-09-30
    13F 92,001 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $9,025,000.

    13F-HR 0001954242-24-000009 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).