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Thrive Wealth Management, LLC

SEC CIK
0001847610
Latest filing
Jul 7, 2026

TER holding history

Teradyne, Inc in every 13F filed by Thrive Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TER overviewAll 13F holders of TERFull Q2 2026 holdings

Shares (Q2 2026)
468
Value
$226.6K
% of portfolio
<0.1%
Quarters held
9
Since Q1 2023
Holdings of TER by Thrive Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026468$226.6K<0.1%+468NewHolders
Q1 20250$00.0%−1,868−100.0%Sold outHolders
Q4 20241,868$235.3K<0.1%−868−31.7%ReducedHolders
Q3 20242,736$366.4K0.1%−22−0.8%ReducedHolders
Q2 20242,758$409.0K0.1%+191+7.4%AddedHolders
Q1 20242,567$289.6K0.1%+184+7.7%AddedHolders
Q4 20232,383$258.6K0.1%−34−1.4%ReducedHolders
Q3 20232,417$242.8K0.1%+62+2.6%AddedHolders
Q2 20232,355$262.2K0.1%+133+6.0%AddedHolders
Q1 20232,222$238.8K0.1%+2,222NewHolders