Endowment Wealth Management, Inc.
EndowmentPosition in ERIC — Ericsson Lm Telephone Co
CIK 1904477
APPLETON, WI
Position in ERIC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$111,589
+$15,616 QoQ
Shares Held
10,008
-13.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#272
of 389 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ERIC Over Time
Shares Held
Position Value (USD)
Position in Communication Equipment
Technology · as of Jun 30, 2026Endowment Wealth Management, Inc. holds $757,915 across 3 Communication Equipment names. ERIC ranks #3 (14.7% of the industry book) .
All Filings in ERIC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,589 | 10,008 | Shares | Other | 2026-08-06 | |
| 2025-09-30 | $95,973 | 11,605 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $91,889 | 10,836 | Shares | Other | 2025-07-25 | |
| 2024-12-31 | $90,884 | 11,276 | Shares | Other | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||