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Disclosery

Ethos Financial Group, LLC: WTMF position timeline

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

Ethos Financial Group, LLC held 35,749 WTMF 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 35,749 shares
    Change vs previous 13F -3,940 shares

    0.1% of the 13F portfolio, value $1,458,928.

    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 39,689 shares
    Change vs previous 13F -25 shares

    0.11% of the 13F portfolio, value $1,520,509.

    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 39,714 shares
    Change vs previous 13F -48 shares

    0.11% of the 13F portfolio, value $1,509,926.

    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 39,762 shares
    Change vs previous 13F -2,680 shares

    0.12% of the 13F portfolio, value $1,506,387.

    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 42,442 shares
    Change vs previous 13F -3,769 shares

    0.13% of the 13F portfolio, value $1,498,453.

    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 46,211 shares
    Change vs previous 13F +32,572 shares

    0.15% of the 13F portfolio, value $1,588,092.

    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 13,639 shares
    Change vs previous 13F -269,286 shares

    0.06% of the 13F portfolio, value $476,410.

    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 282,925 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $10,050,000.

    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).