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Disclosery

EHRLICH FINANCIAL GROUP: HIMU position timeline

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

EHRLICH FINANCIAL GROUP held 5,149 HIMU 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 5,149 shares
    Change vs previous 13F -16,496 shares

    0.13% of the 13F portfolio, value $256,407.

    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 21,645 shares
    Change vs previous 13F -990 shares

    0.6% of the 13F portfolio, value $1,038,513.

    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 22,635 shares
    Change vs previous 13F +7,832 shares

    0.63% of the 13F portfolio, value $1,101,865.

    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 14,803 shares
    Change vs previous 13F +4,755 shares

    0.43% of the 13F portfolio, value $728,179.

    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 10,048 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $488,635.

    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).