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Disclosery

EHRLICH FINANCIAL GROUP: IJS position timeline

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

EHRLICH FINANCIAL GROUP held 0 IJS shares at 2025-12-31 per its 13F-HR filed 2026-01-06.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -11,781 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 11,781 shares
    Change vs previous 13F -1,127 shares

    0.77% of the 13F portfolio, value $1,302,863.

    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).

  3. period ended2025-06-30
    13F 12,908 shares
    Change vs previous 13F +948 shares

    0.83% of the 13F portfolio, value $1,284,218.

    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).

  4. period ended2025-03-31
    13F 11,960 shares
    Change vs previous 13F +830 shares

    0.85% of the 13F portfolio, value $1,165,856.

    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).

  5. period ended2024-12-31
    13F 11,130 shares
    Change vs previous 13F -133 shares

    0.86% of the 13F portfolio, value $1,208,787.

    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).

  6. period ended2024-09-30
    13F 11,263 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $1,212,522.

    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).