Position in TRC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,757
-$13 QoQ
Shares Held
94
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#103
of 124 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRC Over Time
Shares Held
Position Value (USD)
Position in Conglomerates
Industrials · as of Jun 30, 2026Medallion Wealth Advisors, LLC holds $404,633 across 3 Conglomerates names. TRC ranks #3 (0.4% of the industry book) .
All Filings in TRC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,757 | 94 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,770 | 94 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,482 | 94 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $1,502 | 94 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $1,594 | 94 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $1,489 | 94 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $1,494 | 94 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||