Position in ERIC
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$124,880
+$5,520 QoQ
Shares Held
11,200
+5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#263
of 389 holders
Holding Since
Dec 2024
7 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, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $35,610,838 across 9 Communication Equipment names. ERIC ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSCO |
Cisco Systems, Inc.
|
176,160 | $20,691,753 | |
| 2 | CIEN |
Ciena Corp
|
7,984 | $3,916,631 | |
| 3 | NOK |
Nokia Corp
|
246,386 | $3,272,006 | |
| 4 | LITE |
Lumentum Holdings Inc.
|
3,426 | $2,939,713 | |
| 5 | MSI |
Motorola Solutions, Inc.
|
5,690 | $2,363,000 | |
| 6 | UI |
Ubiquiti Inc.
|
2,828 | $1,510,236 | |
| 7 | HPE |
Hewlett Packard Enterprise Co
|
15,021 | $677,597 | |
| 8 | ERIC |
Ericsson Lm Telephone Co
This page
|
11,200 | $124,880 |
All Filings in ERIC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,880 | 11,200 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $119,360 | 10,591 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $110,010 | 11,400 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $132,038 | 15,966 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,176,828 | 138,777 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $923,502 | 119,008 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $811,222 | 100,648 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||