Position in TER
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$971,066
+$272,310 QoQ
Shares Held
2,007
-14.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#731
of 1,416 holders
Holding Since
Jun 2021
21 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, 2026Marshall Financial Group, LLC holds $21,894,140 across 5 Semiconductor Equipment & Materials names. TER ranks #5 (4.4% of the industry book) .
All Filings in TER
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $971,066 | 2,007 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $698,756 | 2,357 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $468,608 | 2,421 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,577,629 | 11,462 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,006,744 | 11,196 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $860,113 | 10,413 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,232,127 | 9,785 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $1,279,701 | 9,555 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,419,431 | 9,572 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,027,655 | 9,108 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $895,398 | 8,251 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $819,251 | 8,155 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $902,440 | 8,106 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $852,446 | 7,929 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,047,413 | 11,991 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $595,638 | 7,926 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $705,922 | 7,883 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $806,801 | 6,824 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,110,859 | 6,793 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $592,902 | 5,431 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $650,107 | 4,853 | Shares | Sole | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||