Position in TER
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$209,986
-$381,146 QoQ
Shares Held
434
-85.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,180
of 1,417 holders
Holding Since
Jun 2024
6 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, 2026Forum Financial Management, LP holds $2,956,623 across 4 Semiconductor Equipment & Materials names. TER ranks #4 (7.1% of the industry book) .
All Filings in TER
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,986 | 434 | Shares | Sole | 2026-07-23 | |
| 2025-12-31 | $591,132 | 3,054 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $418,700 | 3,042 | Shares | Sole | 2025-10-24 | |
| 2025-03-31 | $309,915 | 3,752 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $487,310 | 3,870 | Shares | Sole | 2025-02-20 | |
| 2024-06-30 | $213,685 | 1,441 | Shares | Sole | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||