Current Market Value 473,999,418
Current Holdings 145
Most Recent File Date 2025-07-17
Total Filings on Record 28
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by ERn Financial, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-17 2025-06-30 13F-HR 145 473,999
2025-04-21 2025-03-31 13F-HR 180 632,907
2025-01-14 2024-12-31 13F-HR 190 666,537
2024-10-15 2024-09-30 13F-HR 187 657,305
2024-07-18 2024-06-30 13F-HR/A 1 N 177 602,752
2024-07-17 2024-06-30 13F-HR 177 602,752
2024-04-15 2024-03-31 13F-HR 173 576,501
2024-01-19 2023-12-31 13F-HR 166 528,622
2023-11-06 2023-09-30 13F-HR 166 460,894
2023-08-10 2023-06-30 13F-HR 167 477,719
2023-05-10 2023-03-31 13F-HR 169 454,833
2023-02-14 2022-12-31 13F-HR 172 438,726
2022-11-14 2022-09-30 13F-HR 159 391,053
2022-08-02 2022-06-30 13F-HR 164 410,121
2022-05-13 2022-03-31 13F-HR 172 451,808
2022-02-11 2021-12-31 13F-HR 156 448,162
2021-11-16 2021-09-30 13F-HR 137 390,187
2021-08-06 2021-06-30 13F-HR 104 282,173
2021-04-12 2021-03-31 13F-HR 95 258,518
2021-02-24 2020-12-31 13F-HR 88 242,947
2020-11-12 2020-09-30 13F-HR 77 213,698
2020-08-13 2020-06-30 13F-HR 76 197,321
2020-05-11 2020-03-31 13F-HR 63 151,982
2020-02-11 2019-12-31 13F-HR 68 172,028
2019-11-07 2019-09-30 13F-HR 58 140,098
2019-08-12 2019-06-30 13F-HR 57 132,811
2019-04-18 2019-03-31 13F-HR 75 165,886
2019-02-19 2018-12-31 13F-HR 60 111,473