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EHRLICH FINANCIAL GROUP: QQQ position timeline

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

EHRLICH FINANCIAL GROUP held 1,364 QQQ 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 1,364 shares
    Change vs previous 13F -189 shares

    0.52% of the 13F portfolio, value $1,004,749.

    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 1,553 shares
    Change vs previous 13F -993 shares

    0.52% of the 13F portfolio, value $896,631.

    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 2,546 shares
    Change vs previous 13F -65 shares

    0.89% of the 13F portfolio, value $1,564,320.

    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 2,611 shares
    Change vs previous 13F +902 shares

    0.93% of the 13F portfolio, value $1,567,845.

    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 1,709 shares
    Change vs previous 13F -1,058 shares

    0.61% of the 13F portfolio, value $943,009.

    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 2,767 shares
    Change vs previous 13F +1,006 shares

    0.95% of the 13F portfolio, value $1,297,662.

    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 1,761 shares
    Change vs previous 13F -1,195 shares

    0.64% of the 13F portfolio, value $900,451.

    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 2,956 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,442,827.

    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).