Private Wealth Asset Management, LLC
Position in TRI — Thomson Reuters Corp /Can/
CIK 1883006
OMAHA, NE
Position in TRI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$51,108
-$23,805 QoQ
Shares Held
568
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026Private Wealth Asset Management, LLC holds $68,418 across 3 Specialty Business Services names.
All Filings in TRI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,108 | 568 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $74,913 | 568 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $89,004 | 573 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $115,247 | 573 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $99,002 | 573 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||