Position in TRU
as of Mar 31, 2026
· filed Jul 15, 2026
Position Value
$479,694
-$305,604 QoQ
Shares Held
6,933
-24.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
4 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, 2026Unique Wealth Strategies, LLC holds $1,963,182 across 2 Financial Data & Stock Exchanges names.
All Filings in TRU
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $479,694 | 6,933 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $785,298 | 9,158 | Shares | Sole | 2026-07-14 | |
| 2024-06-30 | $16,092 | 217 | Shares | Sole | 2024-07-24 | |
| 2023-12-31 | $778,072 | 11,324 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||