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Disclosery

EHRLICH FINANCIAL GROUP: STIP position timeline

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

EHRLICH FINANCIAL GROUP held 5,140 STIP 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 5,140 shares
    Change vs previous 13F +283 shares

    0.27% of the 13F portfolio, value $525,102.

    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 4,857 shares
    Change vs previous 13F -5,099 shares

    0.29% of the 13F portfolio, value $502,360.

    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 9,956 shares
    Change vs previous 13F -1,538 shares

    0.58% of the 13F portfolio, value $1,019,395.

    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 11,494 shares
    Change vs previous 13F +4,050 shares

    0.71% of the 13F portfolio, value $1,188,020.

    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 7,444 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $766,062.

    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).