Position in TER
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$7,278,405
+$2,585,147 QoQ
Shares Held
15,043
-5.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#376
of 1,418 holders
Holding Since
Dec 2023
11 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, 2026Connecticut Wealth Management, LLC holds $10,122,869 across 5 Semiconductor Equipment & Materials names. TER ranks #1 (71.9% of the industry book) .
All Filings in TER
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,278,405 | 15,043 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,693,258 | 15,831 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,098,314 | 16,007 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,203,203 | 16,007 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,439,349 | 16,007 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,323,747 | 16,026 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,017,993 | 16,026 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $2,149,442 | 16,049 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,380,647 | 16,054 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,809,003 | 16,033 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,737,079 | 16,007 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||