Position in TER
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$226,437
-$8,781 QoQ
Shares Held
468
-74.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,155
of 1,416 holders
Holding Since
Mar 2023
9 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, 2026Thrive Wealth Management, LLC holds $3,912,834 across 5 Semiconductor Equipment & Materials names. TER ranks #5 (5.8% 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 | $226,437 | 468 | Shares | Sole | 2026-07-07 | |
| 2024-12-31 | $235,218 | 1,868 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $366,432 | 2,736 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $408,983 | 2,758 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $289,634 | 2,567 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $258,603 | 2,383 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $242,811 | 2,417 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $262,182 | 2,355 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $238,887 | 2,222 | Shares | Sole | 2023-04-07 | |
| No filing history on record for this holder in this stock. | ||||||