Skip to content
Disclosery

EHRLICH FINANCIAL GROUP: EFV position timeline

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

EHRLICH FINANCIAL GROUP held 27,292 EFV 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 27,292 shares
    Change vs previous 13F -3,563 shares

    1.07% of the 13F portfolio, value $2,089,234.

    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 30,855 shares
    Change vs previous 13F -21,793 shares

    1.32% of the 13F portfolio, value $2,294,091.

    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 52,648 shares
    Change vs previous 13F -17,916 shares

    2.14% of the 13F portfolio, value $3,759,614.

    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 70,564 shares
    Change vs previous 13F +4,338 shares

    2.84% of the 13F portfolio, value $4,786,338.

    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 66,226 shares
    Change vs previous 13F +27,214 shares

    2.72% of the 13F portfolio, value $4,204,009.

    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 39,012 shares
    Change vs previous 13F -41,330 shares

    1.68% of the 13F portfolio, value $2,299,383.

    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 80,342 shares
    Change vs previous 13F +698 shares

    3% of the 13F portfolio, value $4,215,558.

    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 79,644 shares
    Change vs previous 13F not available

    3.27% of the 13F portfolio, value $4,581,936.

    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).