Number of Shares
13,356
Previous 11,662 14.53%
Holding current value
$668 Million
Previous $581 Million 14.97%
% of portfolio
0.38%
Previous 0.34%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 06, 2026

BUY
N/A
1,694 Added 14.53%
13,356 $668 Million
Q3 2025

Oct 17, 2025

BUY
N/A
381 Added 3.38%
11,662 $581 Million
Q2 2025

Jul 08, 2025

BUY
N/A
4 Added 0.04%
11,281 $548 Million
Q1 2025

Apr 11, 2025

BUY
N/A
701 Added 6.63%
11,277 $557 Million
Q4 2024

Jan 13, 2025

BUY
N/A
10,576 New
10,576 $527 Million
Track This Portfolio

Track Ehrlich Financial Group Portfolio

Follow Ehrlich Financial Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ehrlich Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Ehrlich Financial Group with notifications on news.