Position in TRU
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$639,160
+$26,967 QoQ
Shares Held
8,860
+0.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#291
of 518 holders
Holding Since
Mar 2023
14 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, 2026Legacy Wealth Asset Management, LLC holds $3,957,384 across 5 Financial Data & Stock Exchanges names. TRU ranks #3 (16.2% of the industry book) .
All Filings in TRU
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $639,160 | 8,860 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $612,193 | 8,848 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $750,484 | 8,752 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $647,451 | 7,728 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $668,712 | 7,599 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $638,940 | 7,699 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $721,840 | 7,786 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $826,815 | 7,897 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $585,938 | 7,901 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $594,430 | 7,449 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $510,103 | 7,424 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $533,974 | 7,438 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $582,148 | 7,432 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $448,588 | 7,219 | Shares | Sole | 2023-04-24 | |
| No filing history on record for this holder in this stock. | ||||||