SEC 13F Intelligence

Lifeplan Financial, LLC / TER

Lifeplan Financial, LLC’s Teradyne Inc Position

Does Lifeplan Financial, LLC own Teradyne Inc (TER)? Yes — 4.7K shares worth $1M (+1.03% of its 13F portfolio) as of Q1 2026, down from 5.2K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
4.7K
% of Portfolio
+1.03%
Quarters Held
10
currently held

Position History TER

Reported value by quarter
Q4 ’23: $1MQ4 ’23Q1 ’24: $963,230Q2 ’24: $1MQ2 ’24Q3 ’24: $960,546Q4 ’24: $907,128Q4 ’24Q1 ’25: $547,473Q2 ’25: $311,573Q2 ’25Q3 ’25: $1MQ4 ’25: $1MQ4 ’25Q1 ’26: $1Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.7K$1M+1.03%
Q4 20255.2K$1M+0.78%
Q3 20258.4K$1M+0.91%
Q2 20253.5K$311,573+0.26%
Q1 20256.6K$547,473+0.48%
Q4 20247.2K$907,128+0.80%
Q3 20247.2K$960,546+0.82%
Q2 20248.8K$1M+1.20%
Q1 20248.5K$963,230+0.88%
Q4 20239.2K$1M+1.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lifeplan Financial, LLC’s full portfolio or all institutional holders of TER.