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EHRLICH FINANCIAL GROUP: SPMB position timeline

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

EHRLICH FINANCIAL GROUP held 139,202 SPMB 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 139,202 shares
    Change vs previous 13F +7,712 shares

    1.6% of the 13F portfolio, value $3,105,586.

    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 131,490 shares
    Change vs previous 13F +3,834 shares

    1.69% of the 13F portfolio, value $2,944,050.

    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 127,656 shares
    Change vs previous 13F +1,840 shares

    1.63% of the 13F portfolio, value $2,861,399.

    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 125,816 shares
    Change vs previous 13F +4,930 shares

    1.68% of the 13F portfolio, value $2,823,300.

    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 120,886 shares
    Change vs previous 13F +2,404 shares

    1.73% of the 13F portfolio, value $2,671,582.

    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 118,482 shares
    Change vs previous 13F -2,006 shares

    1.9% of the 13F portfolio, value $2,612,526.

    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 120,488 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $2,596,526.

    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).