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EHRLICH FINANCIAL GROUP: VIG position timeline

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

EHRLICH FINANCIAL GROUP held 21,158 VIG 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 21,158 shares
    Change vs previous 13F +511 shares

    2.57% of the 13F portfolio, value $5,006,302.

    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 20,647 shares
    Change vs previous 13F +3,320 shares

    2.55% of the 13F portfolio, value $4,440,305.

    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 17,327 shares
    Change vs previous 13F +6,397 shares

    2.17% of the 13F portfolio, value $3,808,086.

    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 10,930 shares
    Change vs previous 13F -265 shares

    1.4% of the 13F portfolio, value $2,358,557.

    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 11,195 shares
    Change vs previous 13F -6,727 shares

    1.48% of the 13F portfolio, value $2,291,342.

    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 17,922 shares
    Change vs previous 13F -265 shares

    2.53% of the 13F portfolio, value $3,476,730.

    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 18,187 shares
    Change vs previous 13F +25 shares

    2.53% of the 13F portfolio, value $3,561,511.

    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 18,162 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $3,597,258.

    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).