Position in TRI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,105
-$13,500 QoQ
Shares Held
87
-62.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#373
of 412 holders
Holding Since
Jun 2022
11 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, 2026Crewe Advisors LLC holds $292,135 across 4 Specialty Business Services names. TRI ranks #4 (2.4% of the industry book) .
All Filings in TRI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,105 | 87 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $20,605 | 229 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $69,110 | 524 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $98,168 | 632 | Shares | Sole | 2025-11-13 | |
| 2024-06-30 | $143,284 | 850 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $137,909 | 885 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 | $186,352 | 1,381 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $199,213 | 1,531 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $172,702 | 1,514 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $155,366 | 1,514 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $157,773 | 1,514 | Shares | Sole | 2022-08-02 | |
| No filing history on record for this holder in this stock. | ||||||