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Disclosery

Net Worth Advisory Group: TER position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Net Worth Advisory Group on TER, newest first. How the timeline and the estimate are built.

Net Worth Advisory Group held 4,145 TER shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,145 shares
    Change vs previous 13F +1,937 shares

    0.51% of the 13F portfolio, value $2,005,724.

    13F-HR 0001754960-26-000481 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 2,208 shares
    Change vs previous 13F -344 shares

    0.14% of the 13F portfolio, value $654,731.

    13F-HR 0001754960-26-000355 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 2,552 shares
    Change vs previous 13F -4 shares

    0.1% of the 13F portfolio, value $494,047.

    13F-HR 0001754960-26-000043 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,556 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $351,844.

    13F-HR 0001754960-25-000668 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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