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Disclosery

EHRLICH FINANCIAL GROUP: XLK position timeline

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

EHRLICH FINANCIAL GROUP held 11,554 XLK 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 11,554 shares
    Change vs previous 13F -27,264 shares

    1.13% of the 13F portfolio, value $2,201,304.

    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 38,818 shares
    Change vs previous 13F +425 shares

    2.96% of the 13F portfolio, value $5,158,938.

    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 38,393 shares
    Change vs previous 13F +16,108 shares

    3.15% of the 13F portfolio, value $5,527,458.

    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 22,285 shares
    Change vs previous 13F +1,597 shares

    3.73% of the 13F portfolio, value $6,281,261.

    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 20,688 shares
    Change vs previous 13F +5,459 shares

    3.39% of the 13F portfolio, value $5,238,822.

    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 15,229 shares
    Change vs previous 13F +15 shares

    2.29% of the 13F portfolio, value $3,144,574.

    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 15,214 shares
    Change vs previous 13F -1,511 shares

    2.51% of the 13F portfolio, value $3,537,551.

    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 16,725 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $3,775,731.

    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).