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Disclosery

Ethos Financial Group, LLC: WMT position timeline

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

Ethos Financial Group, LLC held 21,167 WMT 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 21,167 shares
    Change vs previous 13F +993 shares

    0.16% of the 13F portfolio, value $2,414,481.

    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 20,174 shares
    Change vs previous 13F -3,211 shares

    0.18% of the 13F portfolio, value $2,467,930.

    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 23,385 shares
    Change vs previous 13F +1,002 shares

    0.19% of the 13F portfolio, value $2,610,077.

    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 22,383 shares
    Change vs previous 13F -689 shares

    0.18% of the 13F portfolio, value $2,306,811.

    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 23,072 shares
    Change vs previous 13F -13,438 shares

    0.19% of the 13F portfolio, value $2,256,028.

    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 36,510 shares
    Change vs previous 13F +21,890 shares

    0.31% of the 13F portfolio, value $3,291,784.

    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 14,620 shares
    Change vs previous 13F -467 shares

    0.17% of the 13F portfolio, value $1,326,733.

    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 15,087 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,218,000.

    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).