ELEVATION POINT WEALTH PARTNERS, LLC
Position in ERIC — Ericsson Lm Telephone Co
CIK 1744349
DENVER, CO
Position in ERIC
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$2,050,880
+$1,438,154 QoQ
Shares Held
181,977
+186.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
9 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ERIC Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Mar 31, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $19,107,397 across 8 Communication Equipment names. ERIC ranks #3 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
133,940 | $10,392,404 | |
| 2 | MSI |
Motorola Solutions, Inc.
|
7,379 | $3,202,264 | |
| 3 | ERIC |
Ericsson Lm Telephone Co
This page
|
181,977 | $2,050,880 | |
| 4 | CIEN |
Ciena Corp
|
2,854 | $1,108,008 | |
| 5 | HPE |
Hewlett Packard Enterprise Co
|
45,522 | $1,083,878 | |
| 6 | ZBRA |
Zebra Technologies Corp
|
2,946 | $615,949 | |
| 7 | UI |
Ubiquiti Inc.
|
481 | $380,129 | |
| 8 | ASTS |
AST SpaceMobile, Inc.
|
3,305 | $273,885 |
All Filings in ERIC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,050,880 | 181,977 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $612,726 | 63,495 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $377,417 | 45,637 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $897,964 | 105,892 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $460,804 | 59,382 | Shares | Sole | 2026-02-03 | |
| 2024-12-31 | $427,325 | 53,018 | Shares | Sole | 2026-02-03 | |
| 2021-03-31 | $226,656 | 17,184 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $411,880 | 34,467 | Shares | Sole | 2021-02-12 | |
| 2020-06-30 | $116,119 | 12,486 | Shares | Sole | 2020-07-09 | |
| No filing history on record for this holder in this stock. | ||||||