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Daymark Wealth Partners, LLC

SEC CIK
0001956824
Latest filing
Jul 31, 2026

TRI holding history

Thomson Reuters Corp in every 13F filed by Daymark Wealth Partners, LLC, 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 (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q2 2023
Holdings of TRI by Daymark Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−1,454−100.0%Sold outHolders
Q3 20251,454$225.8K<0.1%−58−3.8%ReducedHolders
Q2 20251,512$304.1K<0.1%00.0%UnchangedHolders
Q1 20251,512$261.2K<0.1%−88−5.5%ReducedHolders
Q4 20241,600$256.6K<0.1%+4+0.3%AddedHolders
Q3 20241,596$272.3K<0.1%+14+0.9%AddedHolders
Q2 20241,582$266.7K<0.1%00.0%UnchangedHolders
Q1 20241,582$246.5K<0.1%+3+0.2%AddedHolders
Q4 20231,579$230.9K<0.1%+1,579NewHolders
Q3 20230$00.0%−1,539−100.0%Sold outHolders
Q2 20231,539$207.7K<0.1%+1,539NewHolders