Position in TRI
as of Jun 30, 2026
· filed Sep 9, 2026
Position Value
$458,168
-$55,887 QoQ
Shares Held
5,610
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#245
of 414 holders
Holding Since
Sep 2021
19 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, 2026Integrated Wealth Concepts LLC holds $14,614,098 across 7 Specialty Business Services names. TRI ranks #4 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPRT |
Copart Inc
|
390,925 | $11,020,175 | |
| 2 | ARMK |
Aramark
|
20,785 | $1,182,666 | |
| 3 | CTAS |
Cintas Corp
|
6,856 | $1,166,068 | |
| 4 | TRI |
Thomson Reuters Corp /Can/
This page
|
5,610 | $458,168 | |
| 5 | RHLD |
Resolute Holdings Management, Inc.
|
2,117 | $305,970 | |
| 6 | ABM |
Abm Industries Inc /De/
|
6,345 | $280,702 | |
| 7 | CMPR |
CIMPRESS plc
|
1,970 | $200,349 |
All Filings in TRI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,168 | 5,610 | Shares | Sole | 2026-09-09 | |
| 2026-03-31 | $514,055 | 5,713 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $906,350 | 5,835 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,172,386 | 5,829 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $994,348 | 5,755 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $935,977 | 5,836 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $991,356 | 5,811 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,254,497 | 7,442 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,173,088 | 7,528 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,153,383 | 7,888 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $985,654 | 8,058 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,094,903 | 8,114 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $908,497 | 6,982 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $277,646 | 2,434 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $251,008 | 2,446 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $254,689 | 2,444 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $263,525 | 2,421 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $289,360 | 2,419 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $271,780 | 2,460 | Shares | Other | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||