Position in TR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$565,999
+$93,644 QoQ
Shares Held
14,311
+29.4% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#76
of 230 holders
Holding Since
Sep 2025
4 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, 2026Creative Planning holds $42,077,226 across 3 Confectioners names. TR ranks #3 (1.3% of the industry book) .
All Filings in TR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $565,999 | 14,311 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $472,355 | 11,057 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $339,999 | 9,282 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $535,359 | 12,771 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||