Position in TR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$84,913
-$4,628 QoQ
Shares Held
2,147
+2.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#144
of 230 holders
Holding Since
Mar 2020
26 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, 2026SIGNATUREFD, LLC holds $1,864,032 across 3 Confectioners names. TR ranks #3 (4.6% of the industry book) .
All Filings in TR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,913 | 2,147 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $89,541 | 2,096 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $76,776 | 2,096 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $99,518 | 2,374 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $75,663 | 2,262 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $62,393 | 1,982 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $65,338 | 2,021 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $70,642 | 2,281 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $79,329 | 2,595 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $93,847 | 2,930 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $100,783 | 3,032 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $84,951 | 2,845 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $105,238 | 2,972 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $132,978 | 2,961 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $122,473 | 2,877 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $101,803 | 3,059 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $107,145 | 3,031 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $110,263 | 3,154 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $113,798 | 3,141 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $109,791 | 3,608 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $123,093 | 3,630 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $121,686 | 3,673 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $191,951 | 6,463 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $182,063 | 5,892 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $290,644 | 8,481 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $240,536 | 6,689 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||