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ERn Financial, LLC: SPIP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ERn Financial, LLC on SPIP, newest first. How the timeline and the estimate are built.

ERn Financial, LLC held 371,944 SPIP shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 371,944 shares
    Change vs previous 13F +25,273 shares

    1.58% of the 13F portfolio, value $9,551,518.

    13F-HR 0001768302-26-000004 filed by ERn Financial, LLC
    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 346,671 shares
    Change vs previous 13F +839 shares

    1.7% of the 13F portfolio, value $9,016,921.

    13F-HR 0001768302-26-000003 filed by ERn Financial, LLC
    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 345,832 shares
    Change vs previous 13F +35,433 shares

    1.69% of the 13F portfolio, value $8,974,335.

    13F-HR 0001768302-26-000001 filed by ERn Financial, LLC
    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 310,399 shares
    Change vs previous 13F +49,204 shares

    1.61% of the 13F portfolio, value $8,168,162.

    13F-HR 0001768302-25-000007 filed by ERn Financial, LLC
    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 261,195 shares
    Change vs previous 13F +26,097 shares

    1.44% of the 13F portfolio, value $6,806,746.

    13F-HR 0001768302-25-000004 filed by ERn Financial, LLC
    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 235,098 shares
    Change vs previous 13F +4,356 shares

    0.98% of the 13F portfolio, value $6,201,891.

    13F-HR 0001768302-25-000003 filed by ERn Financial, LLC
    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 230,742 shares
    Change vs previous 13F +11,951 shares

    0.88% of the 13F portfolio, value $5,840,068.

    13F-HR 0001768302-25-000001 filed by ERn Financial, LLC
    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 218,791 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $5,749,831.

    13F-HR 0001768302-24-000008 filed by ERn Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).