Position in TRU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,738
-$4,722 QoQ
Shares Held
135
-35.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#443
of 518 holders
Holding Since
Mar 2023
10 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, 2026Basepoint Wealth LLC holds $51,823 across 3 Financial Data & Stock Exchanges names. TRU ranks #3 (18.8% of the industry book) .
All Filings in TRU
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,738 | 135 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $14,460 | 209 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $23,752 | 277 | Shares | Sole | 2026-02-10 | |
| 2024-09-30 | $261,017 | 2,493 | Shares | Sole | 2025-10-16 | |
| 2024-06-30 | $259,411 | 3,498 | Shares | Sole | 2025-10-16 | |
| 2024-03-31 | $414,561 | 5,195 | Shares | Sole | 2025-10-16 | |
| 2023-12-31 | $404,014 | 5,880 | Shares | Sole | 2025-10-16 | |
| 2023-09-30 | $436,196 | 6,076 | Shares | Sole | 2025-10-16 | |
| 2023-06-30 | $493,557 | 6,301 | Shares | Sole | 2025-10-15 | |
| 2023-03-31 | $304,796 | 4,905 | Shares | Sole | 2025-10-10 | |
| No filing history on record for this holder in this stock. | ||||||