Position in TER
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,822,722
+$799,383 QoQ
Shares Held
5,834
-14.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
2.62%
of 13F equity value
Holder Rank
#513
of 1,416 holders
Holding Since
Dec 2025
3 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, 2026Bluebird Wealth Management LLC holds $4,831,542 across 3 Semiconductor Equipment & Materials names. TER ranks #1 (58.4% of the industry book) .
All Filings in TER
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,822,722 | 5,834 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,023,339 | 6,825 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $573,131 | 2,961 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||