Position in TRI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$69,582
-$225,453 QoQ
Shares Held
852
-64.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#330
of 412 holders
Holding Since
Dec 2020
13 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, 2026High Note Wealth, LLC holds $90,695 across 7 Specialty Business Services names. TRI ranks #1 (76.7% of the industry book) .
All Filings in TRI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,582 | 852 | Shares | Sole | 2026-07-23 | |
| 2023-09-30 | $295,035 | 2,412 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $352,463 | 2,612 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $352,625 | 2,710 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $309,129 | 2,710 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $324,073 | 3,158 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $334,305 | 3,208 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $349,190 | 3,208 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $383,740 | 3,208 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $544,445 | 4,928 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $489,448 | 4,928 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $431,545 | 4,928 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $501,821 | 6,128 | Shares | Sole | 2021-02-01 | |
| No filing history on record for this holder in this stock. | ||||||