Position in TRI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$855,248
+$16,635 QoQ
Shares Held
10,472
+12.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#201
of 412 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRI Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Prospera Financial Services Inc holds $4,628,819 across 5 Specialty Business Services names. TRI ranks #3 (18.5% of the industry book) .
All Filings in TRI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $855,248 | 10,472 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $838,613 | 9,320 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $329,725 | 2,500 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $407,430 | 2,623 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $544,660 | 2,708 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $502,444 | 2,908 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $557,160 | 3,474 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $505,658 | 2,964 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $452,441 | 2,684 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $452,841 | 2,906 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $428,717 | 2,932 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,331,453 | 10,885 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,389,882 | 10,300 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,222,086 | 9,392 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $318,141 | 2,789 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $836,968 | 8,156 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $303,459 | 2,912 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $274,410 | 2,521 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $299,050 | 2,500 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $259,738 | 2,351 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $214,531 | 2,160 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $238,540 | 2,724 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $226,998 | 2,772 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||