Institute for Wealth Management, LLC.

Position in ERIC — Ericsson Lm Telephone Co

CIK 1533954 DENVER, CO

Position in ERIC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$686,003

-$7,383 QoQ

Shares Held

61,525

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#10

of 102 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $4,252,240 across 13 Communication Equipment names. ERIC ranks #3 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc.	15,073	$1,770,474
2	CIEN	Ciena Corp	2,263	$1,110,137
3	ERIC	Ericsson Lm Telephone Co This page	61,525	$686,003
4	MSI	Motorola Solutions, Inc.	476	$197,678
5	HPE	Hewlett Packard Enterprise Co	3,084	$139,119
6	AAOI	Applied Optoelectronics, Inc.	831	$123,120
7	LITE	Lumentum Holdings Inc.	108	$92,670
8	NOK	Nokia Corp	4,370	$58,033

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$686,003	61,525	0.0%	Shares	Sole	2026-07-28
2026-03-31	$693,386	61,525	0.0%	Shares	Sole	2026-05-14
2025-12-31	$593,716	61,525	-2.9%	Shares	Sole	2026-01-27
2025-09-30	$523,805	63,338	+5.1%	Shares	Sole	2025-10-17
2025-06-30	$511,132	60,275	0.0%	Shares	Sole	2025-07-18
2025-03-31	$467,734	60,275	+2.0%	Shares	Sole	2025-04-21
2024-12-31	$476,071	59,066	-3.5%	Shares	Sole	2025-01-23
2024-09-30	$464,055	61,221	-8.2%	Shares	Sole	2024-11-12
2024-06-30	$411,421	66,681	0.0%	Shares	Sole	2024-07-25
2024-03-31	$367,412	66,681	+16.2%	Shares	Sole	2024-04-30
2023-12-31	$361,544	57,388	+75.3%	Shares	Sole	2024-01-31
2023-09-30	$159,140	32,745	+43.3%	Shares	Sole	2023-10-13
2023-06-30	$124,505	22,845	—	Shares	Sole	2023-07-25
No filing history on record for this holder in this stock.