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Disclosery

EHRLICH FINANCIAL GROUP: IVV position timeline

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

EHRLICH FINANCIAL GROUP held 2,288 IVV 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 2,288 shares
    Change vs previous 13F -80 shares

    0.88% of the 13F portfolio, value $1,713,493.

    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 2,368 shares
    Change vs previous 13F -498 shares

    0.89% of the 13F portfolio, value $1,546,569.

    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 2,866 shares
    Change vs previous 13F -49 shares

    1.12% of the 13F portfolio, value $1,962,794.

    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 2,915 shares
    Change vs previous 13F -163 shares

    1.16% of the 13F portfolio, value $1,950,771.

    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 3,078 shares
    Change vs previous 13F -177 shares

    1.24% of the 13F portfolio, value $1,910,909.

    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 3,255 shares
    Change vs previous 13F -1,367 shares

    1.33% of the 13F portfolio, value $1,829,184.

    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 4,622 shares
    Change vs previous 13F +568 shares

    1.93% of the 13F portfolio, value $2,720,922.

    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 4,054 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $2,338,203.

    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).