Diversify Wealth Management, LLC
- SEC CIK
- 0002030780
- Latest filing
- Jul 29, 2026
ERIC holding history
Ericsson LM Telephone Co in every 13F filed by Diversify Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
ERIC overviewAll 13F holders of ERICFull Q2 2026 holdings
- Shares (Q2 2026)
- 11,200
- Value
- $108.3K
- % of portfolio
- <0.1%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 11,200 | $108.3K | <0.1% | +609+5.8% | Added | Holders |
| Q1 2026 | 10,591 | $121.1K | <0.1% | −809−7.1% | Reduced | Holders |
| Q4 2025 | 11,400 | $107.2K | <0.1% | −4,566−28.6% | Reduced | Holders |
| Q3 2025 | 15,966 | $164.0K | <0.1% | −122,811−88.5% | Reduced | Holders |
| Q2 2025 | 138,777 | $1.06M | 0.1% | +19,769+16.6% | Added | Holders |
| Q1 2025 | 119,008 | $987.8K | 0.1% | +18,360+18.2% | Added | Holders |
| Q4 2024 | 100,648 | $818.3K | 0.1% | +100,648 | New | Holders |