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Disclosery

EHRLICH FINANCIAL GROUP: SPEM position timeline

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

EHRLICH FINANCIAL GROUP held 70,740 SPEM 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 70,740 shares
    Change vs previous 13F -25,104 shares

    1.88% of the 13F portfolio, value $3,662,936.

    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 95,844 shares
    Change vs previous 13F -50,523 shares

    2.58% of the 13F portfolio, value $4,496,057.

    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 146,367 shares
    Change vs previous 13F +37,741 shares

    3.9% of the 13F portfolio, value $6,851,454.

    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 108,626 shares
    Change vs previous 13F +12,456 shares

    3.02% of the 13F portfolio, value $5,084,801.

    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 96,170 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $4,110,322.

    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).