Position in TR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$572,723
-$23,263 QoQ
Shares Held
14,481
+3.8% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#75
of 230 holders
Holding Since
Mar 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TR Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Jun 30, 2026LPL Financial LLC holds $215,932,511 across 3 Confectioners names. TR ranks #3 (0.3% of the industry book) .
All Filings in TR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $572,723 | 14,481 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $595,986 | 13,951 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $443,076 | 12,096 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $314,693 | 7,507 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $283,689 | 8,481 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $261,535 | 8,308 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $254,081 | 7,859 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $230,881 | 7,455 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $209,251 | 6,845 | Shares | Sole | 2024-08-07 | |
| 2023-03-31 | $289,399 | 6,444 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||