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Disclosery

EHRLICH FINANCIAL GROUP: ISMF position timeline

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

EHRLICH FINANCIAL GROUP held 25,643 ISMF 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 25,643 shares
    Change vs previous 13F +5,973 shares

    0.37% of the 13F portfolio, value $716,850.

    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 19,670 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $536,763.

    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).