Position in TRI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$48,348
-$5,819 QoQ
Shares Held
592
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#337
of 412 holders
Holding Since
Jun 2024
9 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, 2026JNBA Financial Advisors holds $63,755 across 3 Specialty Business Services names. TRI ranks #1 (75.8% of the industry book) .
All Filings in TRI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,348 | 592 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $54,167 | 602 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $79,397 | 602 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $93,508 | 602 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $121,080 | 602 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $104,013 | 602 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $96,548 | 602 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $102,701 | 602 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $101,479 | 602 | Shares | Sole | 2024-07-22 | |
| No filing history on record for this holder in this stock. | ||||||