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Disclosery

EHRLICH FINANCIAL GROUP: IVW position timeline

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

EHRLICH FINANCIAL GROUP held 35,256 IVW 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 35,256 shares
    Change vs previous 13F -3,997 shares

    2.49% of the 13F portfolio, value $4,848,820.

    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 39,253 shares
    Change vs previous 13F -65,617 shares

    2.55% of the 13F portfolio, value $4,439,865.

    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 104,870 shares
    Change vs previous 13F +6,133 shares

    7.36% of the 13F portfolio, value $12,926,333.

    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 98,737 shares
    Change vs previous 13F +1,141 shares

    7.07% of the 13F portfolio, value $11,919,561.

    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 97,596 shares
    Change vs previous 13F -20,845 shares

    6.96% of the 13F portfolio, value $10,745,323.

    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 118,441 shares
    Change vs previous 13F -8,720 shares

    8.01% of the 13F portfolio, value $10,994,872.

    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 127,161 shares
    Change vs previous 13F +8,701 shares

    9.18% of the 13F portfolio, value $12,910,704.

    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 118,460 shares
    Change vs previous 13F not available

    8.09% of the 13F portfolio, value $11,342,541.

    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).