ERIC β€” TELEFONAKTIEBOLAGET LM ERICS

Ownership history in HF Advisory Group, LLC  Β·  4 quarters on record

AI Ownership Summary

HF Advisory Group, LLC reported TELEFONAKTIEBOLAGET LM ERICS (ERIC) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.07% in 2026 Q1. The latest visible filing shows ERIC at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ERIC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HF Advisory Group, LLC's position in TELEFONAKTIEBOLAGET LM ERICS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ERIC was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HF Advisory Group, LLC held ERIC β€” position size vs. price
% of Fund (quarterly)    ERIC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 17,280 -1,632 -8.6% 0.07% $195K 2026-04-21 $11.56
2025 Q4 ADDED 18,912 +2,528 +15.4% 0.05% $139K 2026-01-16 $9.28
2025 Q3 ADDED 16,384 +2,965 +22.1% 0.05% $135K 2025-10-06 $8.30
2025 Q2 INITIATED 13,419 β€” β€” 0.04% $114K 2025-07-10 $7.92

FAQ About HF Advisory Group, LLC and ERIC

These are the practical questions this page is built to answer before you even open the full history table.

How long has HF Advisory Group, LLC reported owning ERIC?

HF Advisory Group, LLC reported ERIC across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported ERIC position in HF Advisory Group, LLC's portfolio?

The largest reported portfolio weight for ERIC was 0.07% in 2026 Q1.

What is the latest reported ERIC position on this page?

The most recent filing on this page is 2026 Q1, when HF Advisory Group, LLC reported 17,280 shares, equal to 0.07% of portfolio, with an estimated market value of $195K.

What does the chart on this ERIC ownership page compare?

The chart compares HF Advisory Group, LLC's quarterly ERIC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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