Position in TRI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$220,018
-$26,437 QoQ
Shares Held
2,694
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#300
of 412 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRI Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026D.A. DAVIDSON & CO. holds $1,506,829 across 3 Specialty Business Services names. TRI ranks #3 (14.6% of the industry book) .
All Filings in TRI
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,018 | 2,694 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $246,455 | 2,739 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $361,246 | 2,739 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $425,448 | 2,739 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $550,895 | 2,739 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $416,745 | 2,412 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $399,025 | 2,488 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $424,452 | 2,488 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $595,220 | 3,531 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $550,235 | 3,531 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $521,420 | 3,566 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $436,193 | 3,566 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $483,355 | 3,582 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $470,643 | 3,617 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $435,519 | 3,818 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $270,198 | 2,633 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $275,010 | 2,639 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $285,513 | 2,623 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $335,175 | 2,802 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $280,729 | 2,541 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $243,035 | 2,447 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $214,283 | 2,447 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $200,384 | 2,447 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||