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Disclosery

EHRLICH FINANCIAL GROUP: IVE position timeline

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

EHRLICH FINANCIAL GROUP held 11,433 IVE 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 11,433 shares
    Change vs previous 13F -2,816 shares

    1.34% of the 13F portfolio, value $2,595,923.

    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 14,249 shares
    Change vs previous 13F -37,761 shares

    1.73% of the 13F portfolio, value $3,008,714.

    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 52,010 shares
    Change vs previous 13F +8,875 shares

    6.28% of the 13F portfolio, value $11,029,713.

    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 43,135 shares
    Change vs previous 13F +1,601 shares

    5.29% of the 13F portfolio, value $8,907,866.

    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 41,534 shares
    Change vs previous 13F -712 shares

    5.26% of the 13F portfolio, value $8,116,557.

    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 42,246 shares
    Change vs previous 13F +5,604 shares

    5.87% of the 13F portfolio, value $8,051,333.

    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).

  7. period ended2024-12-31
    13F 36,642 shares
    Change vs previous 13F -811 shares

    4.97% of the 13F portfolio, value $6,994,288.

    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).

  8. period ended2024-09-30
    13F 37,453 shares
    Change vs previous 13F not available

    5.27% of the 13F portfolio, value $7,384,679.

    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).