Position in TRI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2
-$2,877 QoQ
Shares Held
20
-37.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#411
of 411 holders
Holding Since
Sep 2024
8 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, 2026Capital Analysts, LLC holds $560,916 across 5 Specialty Business Services names. TRI ranks #4 (0.0% of the industry book) .
All Filings in TRI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2 | 20 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $2,879 | 32 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $8,704 | 66 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $10,253 | 77 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $15,487 | 77 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $16,068 | 93 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $14,915 | 93 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $18,595 | 109 | Shares | Defined | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||