Position in TER
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$488,194
+$246,283 QoQ
Shares Held
1,009
+23.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#900
of 1,413 holders
Holding Since
Sep 2025
4 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, 2026Root Financial Partners, LLC holds $8,271,590 across 5 Semiconductor Equipment & Materials names. TER ranks #5 (5.9% of the industry book) .
All Filings in TER
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $488,194 | 1,009 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $241,911 | 816 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $58,068 | 300 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $30,693 | 223 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||