Position in TER
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$239,014
New position
Shares Held
494
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,136
of 1,416 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 18%
Shared 0%
None 82%
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Modern Wealth Management, LLC holds $28,348,132 across 6 Semiconductor Equipment & Materials names. TER ranks #6 (0.8% of the industry book) .
All Filings in TER
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,014 | 494 | Shares | Other | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||