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Disclosery

EHRLICH FINANCIAL GROUP: PFF position timeline

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

EHRLICH FINANCIAL GROUP held 20,625 PFF 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 20,625 shares
    Change vs previous 13F +1,753 shares

    0.32% of the 13F portfolio, value $628,856.

    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 18,872 shares
    Change vs previous 13F -526 shares

    0.33% of the 13F portfolio, value $572,199.

    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 19,398 shares
    Change vs previous 13F +2,250 shares

    0.34% of the 13F portfolio, value $600,562.

    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 17,148 shares
    Change vs previous 13F -161 shares

    0.32% of the 13F portfolio, value $542,220.

    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 17,309 shares
    Change vs previous 13F +5,564 shares

    0.34% of the 13F portfolio, value $531,040.

    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 11,745 shares
    Change vs previous 13F -5,598 shares

    0.26% of the 13F portfolio, value $360,924.

    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 17,343 shares
    Change vs previous 13F +5,763 shares

    0.39% of the 13F portfolio, value $545,264.

    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 11,580 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $384,803.

    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).