Skip to content
Disclosery

ERn Financial, LLC: TAXF position timeline

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

ERn Financial, LLC held 16,170 TAXF 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 16,170 shares
    Change vs previous 13F -598 shares

    0.14% of the 13F portfolio, value $822,002.

    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 16,768 shares
    Change vs previous 13F +868 shares

    0.16% of the 13F portfolio, value $839,238.

    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 15,900 shares
    Change vs previous 13F +1,527 shares

    0.15% of the 13F portfolio, value $801,042.

    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 14,373 shares
    Change vs previous 13F -5,758 shares

    0.14% of the 13F portfolio, value $721,956.

    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 20,131 shares
    Change vs previous 13F +653 shares

    0.21% of the 13F portfolio, value $985,010.

    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 19,478 shares
    Change vs previous 13F +5,835 shares

    0.15% of the 13F portfolio, value $963,771.

    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 13,643 shares
    Change vs previous 13F +197 shares

    0.1% of the 13F portfolio, value $684,060.

    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 13,446 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $691,393.

    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).