Position in TER
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$129,669
+$55,851 QoQ
Shares Held
268
+7.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,218
of 1,416 holders
Holding Since
Jun 2022
17 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $128,713,785 across 6 Semiconductor Equipment & Materials names. TER ranks #6 (0.1% of the industry book) .
All Filings in TER
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $129,669 | 268 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $73,818 | 249 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $49,551 | 256 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $35,235 | 256 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $20,591 | 229 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $18,998 | 230 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $28,835 | 229 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $30,669 | 229 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $33,958 | 229 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $26,176 | 232 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $24,851 | 229 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $23,005 | 229 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $25,494 | 229 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $24,619 | 229 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $20,003 | 229 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $17,209 | 229 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $25,969 | 290 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||