Position in TRU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$74,664
+$3,053 QoQ
Shares Held
1,035
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#397
of 518 holders
Holding Since
Sep 2024
8 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, 2026Western Pacific Wealth Management, LP holds $473,284 across 3 Financial Data & Stock Exchanges names. TRU ranks #2 (15.8% 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 | $74,664 | 1,035 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $71,611 | 1,035 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $118,935 | 1,387 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $116,202 | 1,387 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $122,056 | 1,387 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $109,629 | 1,321 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $122,469 | 1,321 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $144,695 | 1,382 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||