Position in TRI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$306,997
-$142,363 QoQ
Shares Held
3,759
-24.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#280
of 412 holders
Holding Since
Jun 2024
4 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in TRI Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026Venturi Wealth Management, LLC holds $2,919,241 across 5 Specialty Business Services names. TRI ranks #3 (10.5% of the industry book) .
All Filings in TRI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,997 | 3,759 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $449,360 | 4,994 | Shares | Other | 2026-04-21 | |
| 2024-12-31 | $1,283 | 8 | Shares | Other | 2025-01-31 | |
| 2024-06-30 | $151,207 | 897 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||