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Disclosery

EHRLICH FINANCIAL GROUP: OEF position timeline

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

EHRLICH FINANCIAL GROUP held 2,076 OEF 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 2,076 shares
    Change vs previous 13F -6,366 shares

    0.39% of the 13F portfolio, value $759,544.

    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 8,442 shares
    Change vs previous 13F -14,114 shares

    1.54% of the 13F portfolio, value $2,685,304.

    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 22,556 shares
    Change vs previous 13F +9,210 shares

    4.4% of the 13F portfolio, value $7,735,866.

    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 13,346 shares
    Change vs previous 13F +786 shares

    2.64% of the 13F portfolio, value $4,442,235.

    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 12,560 shares
    Change vs previous 13F +4,335 shares

    2.48% of the 13F portfolio, value $3,822,511.

    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 8,225 shares
    Change vs previous 13F +5,512 shares

    1.62% of the 13F portfolio, value $2,227,672.

    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 2,713 shares
    Change vs previous 13F +34 shares

    0.56% of the 13F portfolio, value $783,783.

    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 2,679 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $741,561.

    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).