Position in TRU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,823
+$156 QoQ
Shares Held
53
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#459
of 520 holders
Holding Since
Mar 2025
6 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, 2026CBIZ Investment Advisory Services, LLC holds $19,652 across 7 Financial Data & Stock Exchanges names. TRU ranks #2 (19.5% of the industry book) .
All Filings in TRU
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,823 | 53 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,667 | 53 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,544 | 53 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $5,948 | 71 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,232 | 14 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $414 | 5 | Shares | Sole | 2025-06-03 | |
| No filing history on record for this holder in this stock. | ||||||