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Disclosery

EHRLICH FINANCIAL GROUP: VTV position timeline

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

EHRLICH FINANCIAL GROUP held 5,773 VTV 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 5,773 shares
    Change vs previous 13F -121 shares

    0.65% of the 13F portfolio, value $1,258,151.

    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 5,894 shares
    Change vs previous 13F -3,710 shares

    0.66% of the 13F portfolio, value $1,156,414.

    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 9,604 shares
    Change vs previous 13F -219 shares

    1.04% of the 13F portfolio, value $1,834,279.

    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 9,823 shares
    Change vs previous 13F -205 shares

    1.09% of the 13F portfolio, value $1,831,822.

    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 10,028 shares
    Change vs previous 13F -73 shares

    1.15% of the 13F portfolio, value $1,772,319.

    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 10,101 shares
    Change vs previous 13F -74 shares

    1.27% of the 13F portfolio, value $1,744,818.

    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 10,175 shares
    Change vs previous 13F +1,655 shares

    1.22% of the 13F portfolio, value $1,722,619.

    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 8,520 shares
    Change vs previous 13F not available

    1.06% of the 13F portfolio, value $1,487,354.

    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).