ERIC β€” ERICSSON

Ownership history in SRH ADVISORS, LLC  Β·  30 quarters on record

AI Ownership Summary

SRH ADVISORS, LLC reported ERICSSON (ERIC) in 30 quarterly 13F filings from 2023 Q3 through 2025 Q3. The latest visible filing shows ERIC at 0.00% 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 SRH ADVISORS, LLC's position in ERICSSON, 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 Q3

ERIC was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 to 2025 Q3

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 SRH ADVISORS, LLC held ERIC β€” position size vs. price
% of Fund (quarterly)    ERIC price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 150 β€” 0% 0.00% $1K 2025-10-17 $9.54
2025 Q2 UNCHANGED 150 β€” 0% 0.00% $1K 2025-07-22 $7.39
2025 Q1 UNCHANGED 150 β€” 0% 0.00% $1K 2025-05-05 $8.10
2024 Q4 UNCHANGED 150 β€” 0% 0.00% $1K 2025-01-29 $7.33
2024 Q3 UNCHANGED 150 β€” 0% 0.00% $1K 2024-11-01 $8.18
2024 Q2 REDUCED 150 -105 -41.2% 0.00% $926 2024-08-06 $6.18
2024 Q1 UNCHANGED 255 β€” 0% 0.00% $1K 2024-04-26 $4.92
2023 Q4 UNCHANGED 255 β€” 0% 0.00% $2K 2024-01-24 $5.24
2023 Q3 UNCHANGED 255 β€” 0% 0.00% $1K 2023-10-31 $4.13
21 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About SRH ADVISORS, 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 SRH ADVISORS, LLC reported owning ERIC?

SRH ADVISORS, LLC reported ERIC across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q3.

What was the largest reported ERIC position in SRH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for ERIC was 0.00% in 2023 Q3.

What is the latest reported ERIC position on this page?

The most recent filing on this page is 2025 Q3, when SRH ADVISORS, LLC reported 150 shares, equal to 0.00% of portfolio, with an estimated market value of $1K.

What does the chart on this ERIC ownership page compare?

The chart compares SRH ADVISORS, 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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