Position in TER
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$3,984,906
+$3,978,088 QoQ
Shares Held
8,236
+35708.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
2.86%
of 13F equity value
Holder Rank
#458
of 1,416 holders
Holding Since
Jun 2023
5 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, 2026GoalVest Advisory LLC holds $4,587,962 across 4 Semiconductor Equipment & Materials names. TER ranks #1 (86.9% of the industry book) .
All Filings in TER
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,984,906 | 8,236 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $6,818 | 23 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $10,258 | 53 | Shares | Sole | 2026-01-05 | |
| 2023-09-30 | $12,959 | 129 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $13,693 | 123 | Shares | Sole | 2023-07-17 | |
| No filing history on record for this holder in this stock. | ||||||