Position in TER
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$268,047
+$261,933 QoQ
Shares Held
554
+986.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,095
of 1,416 holders
Holding Since
Dec 2020
2 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, 2026Regent Peak Wealth Advisors LLC holds $4,274,807 across 6 Semiconductor Equipment & Materials names. TER ranks #4 (6.3% of the industry book) .
All Filings in TER
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,047 | 554 | Shares | Sole | 2026-07-10 | |
| 2020-12-31 | $6,114 | 51 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||