Position in TER
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,181,634
+$791,534 QoQ
Shares Held
4,509
-3.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.99%
of 13F equity value
Holder Rank
#564
of 1,416 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, 2026LifePlan Financial, LLC holds $3,378,673 across 3 Semiconductor Equipment & Materials names. TER ranks #1 (64.6% 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 | $2,181,634 | 4,509 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,390,100 | 4,689 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,013,093 | 5,234 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $1,150,532 | 8,359 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $311,572 | 3,465 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $547,472 | 6,628 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $907,127 | 7,204 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $960,545 | 7,172 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $1,302,727 | 8,785 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $963,229 | 8,537 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,001,097 | 9,225 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||