Position in TRU
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$359,718
-$63,372 QoQ
Shares Held
5,199
+5.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Larry Mathis Financial Planning, LLC holds $202,002 across 1 Financial Data & Stock Exchanges name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MCO |
Moodys Corp /De/
|
446 | $202,002 |
All Filings in TRU
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $359,718 | 5,199 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $423,090 | 4,934 | Shares | Sole | 2026-03-11 | |
| No filing history on record for this holder in this stock. | ||||||