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EHRLICH FINANCIAL GROUP: AVUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EHRLICH FINANCIAL GROUP on AVUS, newest first. How the timeline and the estimate are built.

EHRLICH FINANCIAL GROUP held 127,765 AVUS shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 127,765 shares
    Change vs previous 13F +55,435 shares

    8.42% of the 13F portfolio, value $16,364,196.

    13F-HR 0001951757-26-000935 filed by EHRLICH FINANCIAL GROUP
    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 72,330 shares
    Change vs previous 13F +6,499 shares

    4.62% of the 13F portfolio, value $8,041,665.

    13F-HR 0001951757-26-000551 filed by EHRLICH FINANCIAL GROUP
    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 65,831 shares
    Change vs previous 13F +3,239 shares

    4.19% of the 13F portfolio, value $7,358,558.

    13F-HR 0001951757-26-000007 filed by EHRLICH FINANCIAL GROUP
    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 62,592 shares
    Change vs previous 13F +1,437 shares

    4.04% of the 13F portfolio, value $6,803,800.

    13F-HR 0001951757-25-001155 filed by EHRLICH FINANCIAL GROUP
    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 61,155 shares
    Change vs previous 13F -14,963 shares

    3.99% of the 13F portfolio, value $6,165,670.

    13F-HR 0001951757-25-000580 filed by EHRLICH FINANCIAL GROUP
    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 76,118 shares
    Change vs previous 13F -17,914 shares

    5.13% of the 13F portfolio, value $7,031,806.

    13F-HR 0001951757-25-000330 filed by EHRLICH FINANCIAL GROUP
    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 94,032 shares
    Change vs previous 13F +1,400 shares

    6.48% of the 13F portfolio, value $9,114,489.

    13F-HR 0001951757-25-000006 filed by EHRLICH FINANCIAL GROUP
    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 92,632 shares
    Change vs previous 13F not available

    6.29% of the 13F portfolio, value $8,813,979.

    13F-HR 0001951757-24-000979 filed by EHRLICH FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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