Skip to content
Disclosery

EHRLICH FINANCIAL GROUP: CMF position timeline

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

EHRLICH FINANCIAL GROUP held 63,540 CMF 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 63,540 shares
    Change vs previous 13F -4,993 shares

    1.88% of the 13F portfolio, value $3,662,420.

    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 68,533 shares
    Change vs previous 13F -371 shares

    2.24% of the 13F portfolio, value $3,896,761.

    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 68,904 shares
    Change vs previous 13F -17,897 shares

    2.25% of the 13F portfolio, value $3,959,198.

    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 86,801 shares
    Change vs previous 13F +121 shares

    2.94% of the 13F portfolio, value $4,951,104.

    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 86,680 shares
    Change vs previous 13F -1,283 shares

    3.13% of the 13F portfolio, value $4,831,570.

    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 87,963 shares
    Change vs previous 13F -7,857 shares

    3.61% of the 13F portfolio, value $4,950,540.

    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 95,820 shares
    Change vs previous 13F +3,304 shares

    3.9% of the 13F portfolio, value $5,488,569.

    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 92,516 shares
    Change vs previous 13F not available

    3.83% of the 13F portfolio, value $5,376,094.

    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).