Position in TRI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$624,774
-$89,486 QoQ
Shares Held
7,650
-3.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#225
of 412 holders
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 Jun 30, 2026Portside Wealth Group, LLC holds $1,955,651 across 4 Specialty Business Services names. TRI ranks #2 (31.9% of the industry book) .
All Filings in TRI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $624,774 | 7,650 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $714,260 | 7,938 | Shares | Sole | 2026-05-12 | |
| 2025-06-30 | $492,968 | 2,451 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $266,425 | 1,542 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $277,457 | 1,730 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $294,796 | 1,728 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $294,491 | 1,747 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $274,104 | 1,759 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $252,521 | 1,727 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $214,793 | 1,756 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $219,817 | 1,629 | Shares | Other | 2023-09-01 | |
| No filing history on record for this holder in this stock. | ||||||