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EHRLICH FINANCIAL GROUP: IEMG position timeline

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

EHRLICH FINANCIAL GROUP held 16,440 IEMG 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 16,440 shares
    Change vs previous 13F +1,401 shares

    0.7% of the 13F portfolio, value $1,361,897.

    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 15,039 shares
    Change vs previous 13F +4,034 shares

    0.6% of the 13F portfolio, value $1,048,958.

    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 11,005 shares
    Change vs previous 13F +5,374 shares

    0.42% of the 13F portfolio, value $739,744.

    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 5,631 shares
    Change vs previous 13F +1,725 shares

    0.22% of the 13F portfolio, value $371,177.

    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 3,906 shares
    Change vs previous 13F -34 shares

    0.15% of the 13F portfolio, value $234,460.

    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 3,940 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $212,639.

    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).