Position in TRI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$299,320
-$178,203 QoQ
Shares Held
3,665
-30.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#284
of 412 holders
Holding Since
Sep 2022
7 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, 2026Aaron Wealth Advisors LLC holds $3,127,507 across 6 Specialty Business Services names. TRI ranks #3 (9.6% of the industry book) .
All Filings in TRI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,320 | 3,665 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $477,523 | 5,307 | Shares | Sole | 2026-04-21 | |
| 2023-09-30 | $2,676,116 | 21,878 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $2,975,022 | 22,047 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2,976,234 | 22,873 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $2,609,124 | 22,873 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $2,329,165 | 22,697 | Shares | Sole | 2022-10-21 | |
| No filing history on record for this holder in this stock. | ||||||