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Disclosery

EHRLICH FINANCIAL GROUP: FTEC position timeline

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

EHRLICH FINANCIAL GROUP held 2,729 FTEC 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 2,729 shares
    Change vs previous 13F -68 shares

    0.4% of the 13F portfolio, value $779,206.

    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 2,797 shares
    Change vs previous 13F -3,147 shares

    0.33% of the 13F portfolio, value $581,813.

    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 5,944 shares
    Change vs previous 13F -147 shares

    0.76% of the 13F portfolio, value $1,335,327.

    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 6,091 shares
    Change vs previous 13F -44 shares

    0.8% of the 13F portfolio, value $1,353,127.

    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 6,135 shares
    Change vs previous 13F -292 shares

    0.78% of the 13F portfolio, value $1,209,847.

    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 6,427 shares
    Change vs previous 13F -60 shares

    0.76% of the 13F portfolio, value $1,036,544.

    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 6,487 shares
    Change vs previous 13F +17 shares

    0.85% of the 13F portfolio, value $1,199,362.

    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 6,470 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,129,038.

    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).