Ascentis Wealth Management, LLC

Position in ERIC — Ericsson Lm Telephone Co

CIK 2032602 DALLAS, TX

Position in ERIC

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$5,072

+$1,037 QoQ

Shares Held

455

-4.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#335

of 389 holders

Holding Since

Dec 2024

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Ascentis Wealth Management, LLC holds $1,179,358 across 5 Communication Equipment names. ERIC ranks #5 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSCO	Cisco Systems, Inc.	4,726	$555,093
2	ASTS	AST SpaceMobile, Inc.	4,938	$438,790
3	MSI	Motorola Solutions, Inc.	231	$95,931
4	NOK	Nokia Corp	6,361	$84,472
5	ERIC	Ericsson Lm Telephone Co This page	455	$5,072

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,072	455	-4.4%	Shares	Sole	2026-07-30
2025-06-30	$4,035	476	0.0%	Shares	Sole	2025-07-16
2025-03-31	$3,693	476	0.0%	Shares	Sole	2025-04-21
2024-12-31	$3,835	476	—	Shares	Sole	2025-01-10
No filing history on record for this holder in this stock.