Position in TR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$167,652
-$8,183 QoQ
Shares Held
4,239
+3.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#135
of 230 holders
Holding Since
Mar 2026
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, 2026Corient IA LLC holds $167,652 across 1 Confectioners name. TR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TR |
Tootsie Roll Industries Inc
This page
|
4,239 | $167,652 |
All Filings in TR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $167,652 | 4,239 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $175,835 | 4,116 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||