EHRLICH FINANCIAL GROUP

Business address
28202 Cabot Road, Suite 425, Laguna Niguel, CA, 92677
Top securities (13F)
IVW, DYNF, IVE, JQUA, AVUS, XLK, SPEM, CMF, EFV, OEF, XTEN, THRO, BINC, JEPI, IAU, SPMB, BIDD, BNDX, SHV, and JMBS
State of incorporation
CA
Fiscal year end
31 December
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EHRLICH FINANCIAL GROUP has filed 10 SEC EDGAR filings since 13 Feb 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 17 Oct 2025 30 Sep 2025 028-23747
N-PX Open Document Open Filing 14 Jul 2025 30 Jun 2025 028-23747
13F-HR Open Document Open Filing 08 Jul 2025 30 Jun 2025 028-23747
13F-HR Open Document Open Filing 11 Apr 2025 31 Mar 2025 028-23747
13F-HR Open Document Open Filing 13 Jan 2025 31 Dec 2024 028-23747
13F-HR Open Document Open Filing 07 Oct 2024 30 Sep 2024 028-23747
N-PX Open Document Open Filing 21 Aug 2024 30 Jun 2024 028-23747
13F-HR Open Document Open Filing 12 Jul 2024 30 Jun 2024 028-23747
13F-HR Open Document Open Filing 15 Apr 2024 31 Mar 2024 028-23747
13F-HR Open Document Open Filing 13 Feb 2024 31 Dec 2023 028-23747