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Disclosery

EHRLICH FINANCIAL GROUP: SCHB position timeline

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

EHRLICH FINANCIAL GROUP held 0 SCHB shares at 2025-06-30 per its 13F-HR filed 2025-07-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -15,270 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F 15,270 shares
    Change vs previous 13F -300 shares

    0.24% of the 13F portfolio, value $328,763.

    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).

  3. period ended2024-12-31
    13F 15,570 shares
    Change vs previous 13F +11,212 shares

    0.25% of the 13F portfolio, value $353,439.

    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).

  4. period ended2024-09-30
    13F 4,358 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $289,894.

    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).