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Wealth Alliance

SEC CIK
0001793904
Latest filing
Aug 11, 2026

TRI holding history

Thomson Reuters Corp in every 13F filed by Wealth Alliance, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TRI overviewAll 13F holders of TRIFull Q2 2026 holdings

Shares (Q3 2025)
0
Sold out in Q3 2025
Value
$0
% of portfolio
0.0%
Quarters held
18
Since Q1 2021
Holdings of TRI by Wealth Alliance, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20250$00.0%−1,481−100.0%Sold outHolders
Q2 20251,481$297.9K<0.1%−4−0.3%ReducedHolders
Q1 20251,485$256.6K<0.1%−410−21.6%ReducedHolders
Q4 20241,895$303.9K<0.1%−23−1.2%ReducedHolders
Q3 20241,918$327.2K<0.1%+19+1.0%AddedHolders
Q2 20241,899$320.1K<0.1%−21−1.1%ReducedHolders
Q1 20241,920$299.1K<0.1%−36−1.8%ReducedHolders
Q4 20231,956$286.1K<0.1%−21−1.1%ReducedHolders
Q3 20231,977$241.9K<0.1%+111+5.9%AddedHolders
Q2 20231,866$251.8K<0.1%−145−7.2%ReducedHolders
Q1 20232,011$261.7K<0.1%−481−19.3%ReducedHolders
Q4 20222,492$284.3K0.1%+17+0.7%AddedHolders
Q3 20222,475$254.0K0.1%−710−22.3%ReducedHolders
Q2 20223,185$332.0K0.1%+94+3.0%AddedHolders
Q1 20223,091$336.0K0.1%−144−4.5%ReducedHolders
Q4 20213,235$387.0K0.1%−17−0.5%ReducedHolders
Q3 20213,252$359.0K0.1%+146+4.7%AddedHolders
Q2 20213,106$309.0K0.1%−160−4.9%ReducedHolders
Q1 20213,266$286.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.