Position in TRU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$209,206
+$8,140 QoQ
Shares Held
2,900
-0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#379
of 520 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in TRU Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026One Wealth Advisors, LLC holds $2,460,965 across 4 Financial Data & Stock Exchanges names. TRU ranks #4 (8.5% of the industry book) .
All Filings in TRU
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $209,206 | 2,900 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $201,066 | 2,906 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $232,725 | 2,714 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $219,671 | 2,622 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $214,984 | 2,443 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $202,744 | 2,443 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $226,490 | 2,443 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $255,782 | 2,443 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $183,916 | 2,480 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||