KLEIN PAVLIS & PEASLEY FINANCIAL, INC.: TER position timeline

KLEIN PAVLIS & PEASLEY FINANCIAL, INC. held 2,842 TER shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 2,842 shares

   Change vs previous 13F -14,391 shares

   0.58% of the 13F portfolio, value $1,139,393.

   13F-HR 0001907480-26-000004 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
   Accepted 2026-10-13 16:41:51 UTC, ingested 2026-10-13 16:42:13 UTC

2. period ended2026-06-30

   13F 17,233 shares

   Change vs previous 13F -2,903 shares

   4.34% of the 13F portfolio, value $8,338,020.

   13F-HR 0001907480-26-000003 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
   Filed 2026-07-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 20,136 shares

   Change vs previous 13F -1,716 shares

   3.3% of the 13F portfolio, value $5,969,519.

   13F-HR 0001907480-26-000002 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
   Filed 2026-04-23 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 21,852 shares

   Change vs previous 13F +1,048 shares

   2.49% of the 13F portfolio, value $4,229,673.

   13F-HR 0001907480-26-000001 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 20,804 shares

   Change vs previous 13F not available

   1.76% of the 13F portfolio, value $2,863,463.

   13F-HR 0001907480-25-000007 filed by KLEIN PAVLIS & PEASLEY FINANCIAL, INC.
   Filed 2025-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).