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Disclosery

EHRLICH FINANCIAL GROUP: TLT position timeline

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

EHRLICH FINANCIAL GROUP held 10,371 TLT 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 10,371 shares
    Change vs previous 13F -11 shares

    0.46% of the 13F portfolio, value $896,246.

    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 10,382 shares
    Change vs previous 13F +6,149 shares

    0.52% of the 13F portfolio, value $899,975.

    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 4,233 shares
    Change vs previous 13F -7,890 shares

    0.21% of the 13F portfolio, value $368,907.

    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 12,123 shares
    Change vs previous 13F +342 shares

    0.64% of the 13F portfolio, value $1,083,390.

    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 11,781 shares
    Change vs previous 13F -2,221 shares

    0.67% of the 13F portfolio, value $1,039,657.

    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 14,002 shares
    Change vs previous 13F -24,546 shares

    0.93% of the 13F portfolio, value $1,274,585.

    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 38,548 shares
    Change vs previous 13F +11,019 shares

    2.39% of the 13F portfolio, value $3,366,358.

    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 27,529 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $2,700,603.

    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).