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Disclosery

EHRLICH FINANCIAL GROUP: IQLT position timeline

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

EHRLICH FINANCIAL GROUP held 0 IQLT shares at 2026-03-31 per its 13F-HR filed 2026-04-09.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -57,673 shares

    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).

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

  2. period ended2025-12-31
    13F 57,673 shares
    Change vs previous 13F +14,923 shares

    1.49% of the 13F portfolio, value $2,621,253.

    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).

  3. period ended2025-09-30
    13F 42,750 shares
    Change vs previous 13F -860 shares

    1.12% of the 13F portfolio, value $1,889,138.

    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).

  4. period ended2025-06-30
    13F 43,610 shares
    Change vs previous 13F +10,472 shares

    1.22% of the 13F portfolio, value $1,884,839.

    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).

  5. period ended2025-03-31
    13F 33,138 shares
    Change vs previous 13F +17,499 shares

    0.96% of the 13F portfolio, value $1,315,258.

    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).

  6. period ended2024-12-31
    13F 15,639 shares
    Change vs previous 13F -403 shares

    0.41% of the 13F portfolio, value $580,530.

    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).

  7. period ended2024-09-30
    13F 16,042 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $665,588.

    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).