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Disclosery

EHRLICH FINANCIAL GROUP: SHV position timeline

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

EHRLICH FINANCIAL GROUP held 42,892 SHV 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 42,892 shares
    Change vs previous 13F +23,446 shares

    2.43% of the 13F portfolio, value $4,733,145.

    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 19,446 shares
    Change vs previous 13F +4,340 shares

    1.23% of the 13F portfolio, value $2,146,628.

    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 15,106 shares
    Change vs previous 13F -7,283 shares

    0.95% of the 13F portfolio, value $1,663,910.

    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 22,389 shares
    Change vs previous 13F +9,414 shares

    1.47% of the 13F portfolio, value $2,473,744.

    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 12,975 shares
    Change vs previous 13F -1,947 shares

    0.93% of the 13F portfolio, value $1,432,686.

    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 14,922 shares
    Change vs previous 13F -3,644 shares

    1.2% of the 13F portfolio, value $1,648,241.

    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 18,566 shares
    Change vs previous 13F -1,251 shares

    1.45% of the 13F portfolio, value $2,044,265.

    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 19,817 shares
    Change vs previous 13F not available

    1.56% of the 13F portfolio, value $2,192,306.

    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).