Position in TER
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,803,271
+$1,249,188 QoQ
Shares Held
3,727
+99.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#616
of 1,422 holders
Holding Since
Dec 2025
3 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, 2026Icon Wealth Advisors, LLC holds $19,041,554 across 6 Semiconductor Equipment & Materials names. TER ranks #4 (9.5% of the industry book) .
All Filings in TER
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,803,271 | 3,727 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $554,083 | 1,869 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $324,213 | 1,675 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||