Position in TRI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$175,753
-$93,433 QoQ
Shares Held
2,152
+24.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#309
of 411 holders
Holding Since
Jun 2025
3 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, 2026Diversify Advisory Services, LLC holds $3,732,038 across 5 Specialty Business Services names. TRI ranks #5 (4.7% of the industry book) .
All Filings in TRI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175,753 | 2,152 | Shares | Sole | 2026-08-10 | |
| 2025-09-30 | $269,186 | 1,733 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $581,265 | 2,890 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||