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EHRLICH FINANCIAL GROUP: XTEN position timeline

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

EHRLICH FINANCIAL GROUP held 61,326 XTEN 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 61,326 shares
    Change vs previous 13F +2,407 shares

    1.44% of the 13F portfolio, value $2,795,253.

    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 58,919 shares
    Change vs previous 13F -3,718 shares

    1.55% of the 13F portfolio, value $2,702,039.

    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 62,637 shares
    Change vs previous 13F -20,226 shares

    1.65% of the 13F portfolio, value $2,895,096.

    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 82,863 shares
    Change vs previous 13F +5,515 shares

    2.29% of the 13F portfolio, value $3,863,916.

    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 77,348 shares
    Change vs previous 13F +52,698 shares

    2.31% of the 13F portfolio, value $3,570,365.

    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 24,650 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $1,147,950.

    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).