180 WEALTH ADVISORS, LLC TRI THOMSON REUTERS CORP

Ownership history in 180 WEALTH ADVISORS, LLC  ·  25 quarters on record

AI Ownership Summary

180 WEALTH ADVISORS, LLC reported THOMSON REUTERS CORP (TRI) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.06% in 2023 Q4. The latest visible filing shows TRI at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TRI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 180 WEALTH ADVISORS, LLC's position in THOMSON REUTERS CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

TRI was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 180 WEALTH ADVISORS, LLC held TRI — position size vs. price
% of Fund (quarterly)    TRI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 1,679 -1 -0.1% 0.03% $261K 2025-10-16 $154.52
2025 Q2 ADDED 1,680 +251 +17.6% 0.05% $338K 2025-07-31 $197.85
2025 Q1 REDUCED 8.1% +16.8% 1,429 -126 -8.1% 0.04% $247K 2025-04-09 $166.93
2024 Q4 REDUCED 9.6% +8.1% 1,555 -165 -9.6% 0.04% $249K 2025-01-14 $151.09
2024 Q3 REDUCED 1,720 -24 -1.4% 0.05% $293K 2024-11-01 $160.65
2024 Q2 REDUCED 1,744 -50 -2.8% 0.05% $288K 2024-07-16 $160.34
2024 Q1 REDUCED 10.3% +8.2% 1,794 -206 -10.3% 0.05% $279K 2024-04-16 $147.51
2023 Q4 REDUCED 2,000 -55 -2.7% 0.06% $288K 2024-01-25 $143.74
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About 180 WEALTH ADVISORS, LLC and TRI

These are the practical questions this page is built to answer before you even open the full history table.

How long has 180 WEALTH ADVISORS, LLC reported owning TRI?

180 WEALTH ADVISORS, LLC reported TRI across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported TRI position in 180 WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for TRI was 0.06% in 2023 Q4.

What is the latest reported TRI position on this page?

The most recent filing on this page is 2025 Q3, when 180 WEALTH ADVISORS, LLC reported 1,679 shares, equal to 0.03% of portfolio, with an estimated market value of $261K.

What does the chart on this TRI ownership page compare?

The chart compares 180 WEALTH ADVISORS, LLC's quarterly TRI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 180 WEALTH ADVISORS, LLC time their TRI position?

Based on 13F filing dates vs. subsequent TRI price moves, 180 WEALTH ADVISORS, LLC correctly timed 9 out of 24 reported position changes (38%). The annualised alpha on TRI relative to SPY over the holding period was +1.6%.

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