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Disclosery

Ethos Financial Group, LLC: WM position timeline

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

Ethos Financial Group, LLC held 2,080 WM 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 2,080 shares
    Change vs previous 13F +40 shares

    0.03% of the 13F portfolio, value $478,646.

    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 2,040 shares
    Change vs previous 13F -26 shares

    0.03% of the 13F portfolio, value $471,874.

    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 2,066 shares
    Change vs previous 13F -175 shares

    0.03% of the 13F portfolio, value $453,880.

    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 2,241 shares
    Change vs previous 13F +21 shares

    0.04% of the 13F portfolio, value $494,911.

    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 2,220 shares
    Change vs previous 13F +14 shares

    0.04% of the 13F portfolio, value $507,976.

    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 2,206 shares
    Change vs previous 13F +1,193 shares

    0.05% of the 13F portfolio, value $482,605.

    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 1,013 shares
    Change vs previous 13F +2 shares

    0.03% of the 13F portfolio, value $206,414.

    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 1,011 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $210,000.

    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).