ELEVATION POINT WEALTH PARTNERS, LLC

Position in ERIC — Ericsson Lm Telephone Co

CIK 1744349 DENVER, CO

Position in ERIC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,781,011

-$269,869 QoQ

Shares Held

159,732

-12.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#84

of 389 holders

Holding Since

Jun 2020

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

ELEVATION POINT WEALTH PARTNERS, LLC holds $25,259,546 across 11 Communication Equipment names. ERIC ranks #4 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc.	120,842	$14,194,101
2	MSI	Motorola Solutions, Inc.	6,747	$2,801,961
3	HPE	Hewlett Packard Enterprise Co	43,906	$1,980,599
4	ERIC	Ericsson Lm Telephone Co This page	159,732	$1,781,011
5	CIEN	Ciena Corp	2,946	$1,445,189
6	LITE	Lumentum Holdings Inc.	1,663	$1,426,953
7	ZBRA	Zebra Technologies Corp	2,912	$766,613
8	UI	Ubiquiti Inc.	483	$257,936

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,781,011	159,732	-12.2%	Shares	Sole	2026-08-12
2026-03-31	$2,050,880	181,977	+186.6%	Shares	Sole	2026-04-27
2025-12-31	$612,726	63,495	+39.1%	Shares	Sole	2026-02-12
2025-09-30	$377,417	45,637	-56.9%	Shares	Sole	2025-11-14
2025-06-30	$897,964	105,892	+78.3%	Shares	Sole	2026-02-03
2025-03-31	$460,804	59,382	+12.0%	Shares	Sole	2026-02-03
2024-12-31	$427,325	53,018	+208.5%	Shares	Sole	2026-02-03
2021-03-31	$226,656	17,184	-50.1%	Shares	Sole	2021-05-04
2020-12-31	$411,880	34,467	+176.0%	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.