Position in TRU
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$331,194
+$13,543 QoQ
Shares Held
4,591
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#347
of 518 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TRU Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Wellspring Financial Advisors, LLC holds $3,820,832 across 6 Financial Data & Stock Exchanges names. TRU ranks #5 (8.7% of the industry book) .
All Filings in TRU
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,194 | 4,591 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $317,651 | 4,591 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $794,902 | 9,270 | Shares | Sole | 2026-02-11 | |
| 2025-03-31 | $203,491 | 2,452 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $250,780 | 2,705 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $283,213 | 2,705 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $200,602 | 2,705 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $215,859 | 2,705 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||