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EHRLICH FINANCIAL GROUP: IDEV position timeline

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

EHRLICH FINANCIAL GROUP held 25,349 IDEV 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 25,349 shares
    Change vs previous 13F -720 shares

    1.16% of the 13F portfolio, value $2,256,314.

    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 26,069 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $2,178,586.

    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).