JPL Wealth Management, LLC
Position in TRI — Thomson Reuters Corp /Can/
CIK 2010710
GREENWOOD VILLAGE, CO
Position in TRI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$72,032
-$98,119 QoQ
Shares Held
882
-53.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#327
of 411 holders
Holding Since
Dec 2023
10 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, 2026JPL Wealth Management, LLC holds $137,963 across 13 Specialty Business Services names. TRI ranks #1 (52.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRI |
Thomson Reuters Corp /Can/
This page
|
882 | $72,032 | |
| 2 | CTAS |
Cintas Corp
|
206 | $35,035 | |
| 3 | ARMK |
Aramark
|
144 | $8,193 | |
| 4 | RTO |
Rentokil Initial PLC /Fi
|
239 | $6,837 | |
| 5 | CPRT |
Copart Inc
|
202 | $5,693 | |
| 6 | ABM |
Abm Industries Inc /De/
|
107 | $4,733 | |
| 7 | FA |
First Advantage Corp
|
99 | $1,786 | |
| 8 | CBZ |
CBIZ, Inc.
|
54 | $1,732 |
All Filings in TRI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,032 | 882 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $170,151 | 1,891 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $3,602,047 | 27,311 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $4,577,263 | 29,468 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,017,809 | 29,920 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,263,741 | 30,465 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,721,907 | 29,442 | Shares | Sole | 2025-02-10 | |
| 2024-06-30 | $3,821,481 | 22,670 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $3,127,663 | 20,071 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,603,739 | 17,807 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||