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EHRLICH FINANCIAL GROUP: QUAL position timeline

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

EHRLICH FINANCIAL GROUP held 12,891 QUAL 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 12,891 shares
    Change vs previous 13F -616 shares

    1.45% of the 13F portfolio, value $2,828,602.

    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 13,507 shares
    Change vs previous 13F +7,624 shares

    1.49% of the 13F portfolio, value $2,590,744.

    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 5,883 shares
    Change vs previous 13F -630 shares

    0.66% of the 13F portfolio, value $1,168,446.

    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 6,513 shares
    Change vs previous 13F -54 shares

    0.75% of the 13F portfolio, value $1,266,744.

    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 6,567 shares
    Change vs previous 13F -372 shares

    0.78% of the 13F portfolio, value $1,200,546.

    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 6,939 shares
    Change vs previous 13F -478 shares

    0.86% of the 13F portfolio, value $1,185,750.

    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 7,417 shares
    Change vs previous 13F -31,257 shares

    0.94% of the 13F portfolio, value $1,320,736.

    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 38,674 shares
    Change vs previous 13F not available

    4.94% of the 13F portfolio, value $6,934,307.

    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).