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CIK 0002010632 • 7 13F filings • Apr 11, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("ehrlich-financial-group","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001951757-25-001155 |
| $168.5M |
| View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0001951757-26-000935 | $194.4M | View |
| Jul 8, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000580 | $154.4M | View |
| Apr 9, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000551 | $174.0M | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000330 | $137.2M | View |