Position in TER
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$329,978
-$70,962 QoQ
Shares Held
682
-85.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,021
of 1,416 holders
Holding Since
Jun 2020
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TER Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026LVW Advisors, LLC holds $10,766,077 across 5 Semiconductor Equipment & Materials names. TER ranks #5 (3.1% of the industry book) .
All Filings in TER
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $329,978 | 682 | Shares | Sole | 2026-07-15 | |
| 2025-03-31 | $400,940 | 4,854 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $629,474 | 4,999 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,011,707 | 7,554 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,004,219 | 6,772 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $690,970 | 6,124 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $669,893 | 6,173 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $618,532 | 6,157 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $779,866 | 7,005 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $726,337 | 6,756 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $610,838 | 6,993 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $560,017 | 7,452 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $637,058 | 7,114 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $793,559 | 6,712 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,149,125 | 7,027 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $769,757 | 7,051 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $928,610 | 6,932 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $879,624 | 7,229 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $872,079 | 7,274 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $555,107 | 6,986 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $374,801 | 4,435 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||