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Disclosery

EHRLICH FINANCIAL GROUP: EFG position timeline

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

EHRLICH FINANCIAL GROUP held 2,500 EFG 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 2,500 shares
    Change vs previous 13F -1,962 shares

    0.16% of the 13F portfolio, value $311,050.

    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 4,462 shares
    Change vs previous 13F -1,103 shares

    0.29% of the 13F portfolio, value $496,925.

    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 5,565 shares
    Change vs previous 13F -9,982 shares

    0.36% of the 13F portfolio, value $633,956.

    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 15,547 shares
    Change vs previous 13F -529 shares

    1.05% of the 13F portfolio, value $1,770,481.

    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 16,076 shares
    Change vs previous 13F -587 shares

    1.17% of the 13F portfolio, value $1,800,501.

    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 16,663 shares
    Change vs previous 13F -30,167 shares

    1.21% of the 13F portfolio, value $1,666,256.

    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 46,830 shares
    Change vs previous 13F +10,810 shares

    3.22% of the 13F portfolio, value $4,534,506.

    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 36,020 shares
    Change vs previous 13F not available

    2.77% of the 13F portfolio, value $3,877,566.

    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).