Position in TER
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,520,709
+$545,653 QoQ
Shares Held
3,143
-4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#638
of 1,416 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TER Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Outlook Wealth Advisors, LLC holds $8,707,843 across 5 Semiconductor Equipment & Materials names. TER ranks #2 (17.5% of the industry book) .
All Filings in TER
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,520,709 | 3,143 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $975,056 | 3,289 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $650,168 | 3,359 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $507,616 | 3,688 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $310,403 | 3,452 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $272,167 | 3,295 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $404,455 | 3,212 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $409,424 | 3,057 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $435,824 | 2,939 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||