ERIC β€” Ericsson (Lm) Tel-Sp ADR

Ownership history in Shilanski & Associates, Inc.  Β·  5 quarters on record

AI Ownership Summary

Shilanski & Associates, Inc. reported Ericsson (Lm) Tel-Sp ADR (ERIC) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q2. Peak portfolio weight reached 0.08% in 2024 Q4. 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ERIC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Shilanski & Associates, Inc.'s position in Ericsson (Lm) Tel-Sp ADR, 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
2025 Q2

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

High-water mark
Peak Conviction
0.08% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2025 Q2

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.

ERIC stock page Shilanski & Associates, Inc. fund profile Shilanski & Associates, Inc. full holdings
How Shilanski & Associates, Inc. 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 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 28,798 -128 -0.4% 0.07% $244K 2025-08-01 $7.02
2025 Q1 REDUCED 28,926 -2,128 -6.9% 0.07% $224K 2025-04-25 $7.93
2024 Q4 ADDED 31,054 +12,909 +71.1% 0.08% $250K 2025-01-21 $8.30
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding ERIC

As of 2026 Q1 β€” sorted by position size

Henry James International Management Inc. 3Y 7Y 0.94% Legacy Wealth Asset Management, LLC 3Y 0.28% Alhambra Investment Management LLC 3Y 0.12% EVOLVE PRIVATE WEALTH, LLC 0.09% Five Oceans Advisors 3Y 0.09% Diversified Trust Co 3Y 7Y 0.07% Bayforest Capital Ltd 0.05% Versant Capital Management, Inc 3Y 7Y 0.04% Baron Wealth Management LLC 0.04% Naviter Wealth, LLC 3Y 0.04%

FAQ About Shilanski & Associates, Inc. and ERIC

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

How long has Shilanski & Associates, Inc. reported owning ERIC?

Shilanski & Associates, Inc. reported ERIC across 3 quarterly 13F filings, from 2024 Q4 through 2025 Q2.

What was the largest reported ERIC position in Shilanski & Associates, Inc.'s portfolio?

The largest reported portfolio weight for ERIC was 0.08% in 2024 Q4.

What is the latest reported ERIC position on this page?

The most recent filing on this page is 2025 Q2, when Shilanski & Associates, Inc. reported 28,798 shares, equal to 0.07% of portfolio, with an estimated market value of $244K.

What does the chart on this ERIC ownership page compare?

The chart compares Shilanski & Associates, Inc.'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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