JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
PensionPosition in TRI — Thomson Reuters Corp /Can/
CIK 2122180
AMMON, ID
Position in TRI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$411,208
-$113,554 QoQ
Shares Held
5,035
-13.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#254
of 412 holders
Holding Since
Mar 2026
2 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, 2026JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $411,208 across 1 Specialty Business Services name. TRI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRI |
Thomson Reuters Corp /Can/
This page
|
5,035 | $411,208 |
All Filings in TRI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,208 | 5,035 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $524,762 | 5,832 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||