Position in TR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$355
-$231 QoQ
Shares Held
9
-35.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#211
of 230 holders
Holding Since
Sep 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TR Over Time
Shares Held
Position Value (USD)
Position in Confectioners
Consumer Defensive · as of Jun 30, 2026Bare Financial Services, Inc holds $32,675 across 3 Confectioners names. TR ranks #3 (1.1% of the industry book) .
All Filings in TR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355 | 9 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $586 | 14 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||