Position in TRI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$514,055
-$392,295 QoQ
Shares Held
5,713
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
11 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 Mar 31, 2026Integrated Wealth Concepts LLC holds $15,316,176 across 7 Specialty Business Services names. TRI ranks #4 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPRT |
Copart Inc
|
350,121 | $11,624,017 | |
| 2 | CTAS |
Cintas Corp
|
7,511 | $1,270,410 | |
| 3 | ARMK |
Aramark
|
22,772 | $923,176 | |
| 4 | TRI |
Thomson Reuters Corp /Can/
This page
|
5,713 | $514,055 | |
| 5 | TIC |
TIC Solutions, Inc.
|
62,058 | $408,341 | |
| 6 | RHLD |
Resolute Holdings Management, Inc.
|
2,151 | $349,107 | |
| 7 | GPN |
Global Payments Inc
|
3,374 | $227,070 |
All Filings in TRI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| No filing history on record for this holder in this stock. | ||||||