Skip to content
Disclosery

EHRLICH FINANCIAL GROUP: SMMU position timeline

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

EHRLICH FINANCIAL GROUP held 26,920 SMMU 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 26,920 shares
    Change vs previous 13F -6,177 shares

    0.7% of the 13F portfolio, value $1,359,445.

    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 33,097 shares
    Change vs previous 13F -3,000 shares

    0.96% of the 13F portfolio, value $1,669,729.

    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 36,097 shares
    Change vs previous 13F +6,437 shares

    1.04% of the 13F portfolio, value $1,820,357.

    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 29,660 shares
    Change vs previous 13F -1,021 shares

    0.89% of the 13F portfolio, value $1,499,891.

    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 30,681 shares
    Change vs previous 13F -813 shares

    1% of the 13F portfolio, value $1,539,274.

    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 31,494 shares
    Change vs previous 13F -2,647 shares

    1.15% of the 13F portfolio, value $1,575,350.

    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 34,141 shares
    Change vs previous 13F +997 shares

    1.21% of the 13F portfolio, value $1,701,587.

    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 33,144 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $1,673,772.

    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).