Ellevest, Inc.

Position in ERIC — Ericsson Lm Telephone Co

CIK 1644128 NEW YORK, NY

Position in ERIC

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$122,014

-$1,234 QoQ

Shares Held

10,943

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#264

of 389 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Ellevest, Inc. holds $3,887,823 across 6 Communication Equipment names. ERIC ranks #6 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc.	11,873	$1,394,602
2	LITE	Lumentum Holdings Inc.	1,237	$1,061,420
3	HPE	Hewlett Packard Enterprise Co	12,157	$548,402
4	CIEN	Ciena Corp	1,041	$510,672
5	NOK	Nokia Corp	18,879	$250,713
6	ERIC	Ericsson Lm Telephone Co This page	10,943	$122,014

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$122,014	10,943	+0.1%	Shares	Sole	2026-08-10
2026-03-31	$123,248	10,936	+3.0%	Shares	Sole	2026-05-11
2025-12-31	$102,415	10,613	-21.1%	Shares	Sole	2026-02-10
2025-03-31	$104,317	13,443	-7.2%	Shares	Sole	2025-05-14
2024-12-31	$116,700	14,479	-4.9%	Shares	Sole	2025-02-14
2024-09-30	$115,413	15,226	+5396.8%	Shares	Sole	2024-11-13
2022-12-31	$1,617	277	-93.0%	Shares	Sole	2023-02-03
2022-09-30	$22,621	3,941	+49.7%	Shares	Sole	2022-11-02
2022-06-30	$19,484	2,633	+286.1%	Shares	Sole	2022-07-18
2022-03-31	$6,233	682	-34.5%	Shares	Sole	2022-04-19
2021-12-31	$11,326	1,042	-13.8%	Shares	Sole	2022-01-24
2021-09-30	$13,540	1,209	-28.4%	Shares	Sole	2021-10-19
2021-06-30	$21,235	1,688	-47.2%	Shares	Sole	2021-07-13
2021-03-31	$42,155	3,196	-16.4%	Shares	Sole	2021-05-03
2020-12-31	$45,708	3,825	+78.3%	Shares	Sole	2021-02-04
2020-09-30	$23,359	2,145	+101.6%	Shares	Sole	2020-10-26
2020-06-30	$9,895	1,064	+258.2%	Shares	Sole	2020-07-06
2020-03-31	$2,402	297	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.