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Disclosery

EHRLICH FINANCIAL GROUP: JAAA position timeline

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

EHRLICH FINANCIAL GROUP held 26,467 JAAA 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 26,467 shares
    Change vs previous 13F -3,192 shares

    0.69% of the 13F portfolio, value $1,336,319.

    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 29,659 shares
    Change vs previous 13F -1,300 shares

    0.86% of the 13F portfolio, value $1,493,917.

    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 30,959 shares
    Change vs previous 13F -7,012 shares

    0.89% of the 13F portfolio, value $1,565,900.

    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 37,971 shares
    Change vs previous 13F -22,948 shares

    1.14% of the 13F portfolio, value $1,928,161.

    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 60,919 shares
    Change vs previous 13F +5,396 shares

    2% of the 13F portfolio, value $3,091,656.

    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 55,523 shares
    Change vs previous 13F +35,732 shares

    2.05% of the 13F portfolio, value $2,815,576.

    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 19,791 shares
    Change vs previous 13F +2,783 shares

    0.71% of the 13F portfolio, value $1,003,606.

    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 17,008 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $865,371.

    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).