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EHRLICH FINANCIAL GROUP: SPTI position timeline

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

EHRLICH FINANCIAL GROUP held 121,365 SPTI 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 121,365 shares
    Change vs previous 13F +22,099 shares

    1.77% of the 13F portfolio, value $3,445,552.

    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 99,266 shares
    Change vs previous 13F +48,328 shares

    1.63% of the 13F portfolio, value $2,844,964.

    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 50,938 shares
    Change vs previous 13F -1,297 shares

    0.84% of the 13F portfolio, value $1,469,052.

    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 52,235 shares
    Change vs previous 13F -784 shares

    0.9% of the 13F portfolio, value $1,509,592.

    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 53,019 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $1,525,357.

    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).