Position in IPGP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$52,794
+$1,229 QoQ
Shares Held
450
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#278
of 357 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IPGP Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026True Wealth Design, LLC holds $1,502,748 across 21 Semiconductor Equipment & Materials names. IPGP ranks #8 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
667 | $289,031 | |
| 2 | TER |
Teradyne, Inc
|
567 | $274,337 | |
| 3 | ASML |
Asml Holding NV
|
97 | $192,975 | |
| 4 | AMAT |
Applied Materials Inc /De
|
231 | $167,013 | |
| 5 | KLIC |
Kulicke & Soffa Industries Inc
|
892 | $119,313 | |
| 6 | KLAC |
Kla Corp
|
335 | $101,072 | |
| 7 | Q |
Qnity Electronics, Inc.
|
368 | $60,098 | |
| 8 | IPGP |
Ipg Photonics Corp
This page
|
450 | $52,794 |
All Filings in IPGP
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,794 | 450 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $51,565 | 450 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $33,508 | 468 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $37,140 | 469 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $27,185 | 396 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,452 | 23 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,544 | 90 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,688 | 90 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||