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Disclosery

EHRLICH FINANCIAL GROUP: JEPI position timeline

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

EHRLICH FINANCIAL GROUP held 53,363 JEPI 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 53,363 shares
    Change vs previous 13F +559 shares

    1.55% of the 13F portfolio, value $3,013,946.

    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 52,804 shares
    Change vs previous 13F -3,294 shares

    1.72% of the 13F portfolio, value $2,992,933.

    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 56,098 shares
    Change vs previous 13F -2,557 shares

    1.83% of the 13F portfolio, value $3,211,048.

    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 58,655 shares
    Change vs previous 13F -1,318 shares

    1.99% of the 13F portfolio, value $3,349,182.

    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 59,973 shares
    Change vs previous 13F +2,883 shares

    2.21% of the 13F portfolio, value $3,409,479.

    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 57,090 shares
    Change vs previous 13F -423 shares

    2.38% of the 13F portfolio, value $3,262,096.

    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 57,513 shares
    Change vs previous 13F -2,140 shares

    2.35% of the 13F portfolio, value $3,308,733.

    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 59,653 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $3,549,923.

    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).