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EHRLICH FINANCIAL GROUP: DGRO position timeline

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

EHRLICH FINANCIAL GROUP held 17,295 DGRO 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 17,295 shares
    Change vs previous 13F -256 shares

    0.67% of the 13F portfolio, value $1,310,788.

    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 17,551 shares
    Change vs previous 13F -430 shares

    0.71% of the 13F portfolio, value $1,231,763.

    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 17,981 shares
    Change vs previous 13F -25 shares

    0.71% of the 13F portfolio, value $1,248,275.

    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 18,006 shares
    Change vs previous 13F -941 shares

    0.73% of the 13F portfolio, value $1,225,881.

    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 18,947 shares
    Change vs previous 13F +850 shares

    0.78% of the 13F portfolio, value $1,211,502.

    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 18,097 shares
    Change vs previous 13F -224 shares

    0.81% of the 13F portfolio, value $1,118,062.

    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 18,321 shares
    Change vs previous 13F -52 shares

    0.8% of the 13F portfolio, value $1,123,839.

    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 18,373 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $1,151,832.

    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).