Back to ERIXF
Larry Mathis Financial Planning, LLC → ERIXF
Larry Mathis Financial Planning, LLC ERIXF Position History
Telefonaktiebolaget LM Ericsson (publ) • Technology
Quarters held
5
Latest value
$156K
Q3 2026
Peak value
$209K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $178K |
| Q1 2026 | $209K |
| Q2 2026 | $203K |
| Q2 2026 | $203K |
| Q3 2026 | $156K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $156K | 17.1K | — | — |
| Q2 2026 | $203K | 18.2K | — | — |
| Q2 2026 | $203K | 18.2K | — | — |
| Q1 2026 | $209K | 18.5K | — | — |
| Q4 2025 | $178K | 18.4K | — | — |
Other funds holding ERIXF
$109.7M
$109.7M
$108.7M
$102.3M
$102.3M
$93.7M