Prosperity Consulting Group, LLC TRI THOMSON REUTERS CORP.

Ownership history in Prosperity Consulting Group, LLC  ·  9 quarters on record

AI Ownership Summary

Prosperity Consulting Group, LLC reported THOMSON REUTERS CORP. (TRI) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.11% in 2026 Q1. The latest visible filing shows TRI at 0.11% 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.

What this TRI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Prosperity Consulting Group, 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
2026 Q1

TRI was reported at 0.11% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2026 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q1

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 Prosperity Consulting Group, 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 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 27,357 +22,551 +469.2% 0.11% $2.5M 2026-05-05 $94.74
2025 Q4 REDUCED 4,806 -7 -0.1% 0.03% $634K 2026-02-17 $81.32
2025 Q3 UNCHANGED 4,813 0% 0.04% $748K 2025-11-14 $136.31
2025 Q2 UNCHANGED 4,813 0% 0.07% $968K 2025-08-05 $192.33
2025 Q1 REDUCED 4,813 -103 -2.1% 0.06% $832K 2025-05-07 $180.91
2024 Q4 ADDED 4,916 +55 +1.1% 0.06% $788K 2025-02-14 $166.07
2024 Q3 ADDED 4,861 +103 +2.2% 0.06% $829K 2024-10-15 $161.23
2024 Q2 REDUCED 4,758 -45 -0.9% 0.11% $802K 2024-08-08 $152.31
2024 Q1 INITIATED 4,803 0.09% $748K 2024-05-01 $143.41

FAQ About Prosperity Consulting Group, 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 Prosperity Consulting Group, LLC reported owning TRI?

Prosperity Consulting Group, LLC reported TRI across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported TRI position in Prosperity Consulting Group, LLC's portfolio?

The largest reported portfolio weight for TRI was 0.11% in 2026 Q1.

What is the latest reported TRI position on this page?

The most recent filing on this page is 2026 Q1, when Prosperity Consulting Group, LLC reported 27,357 shares, equal to 0.11% of portfolio, with an estimated market value of $2.5M.

What does the chart on this TRI ownership page compare?

The chart compares Prosperity Consulting Group, 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 Prosperity Consulting Group, LLC time their TRI position?

Based on 13F filing dates vs. subsequent TRI price moves, Prosperity Consulting Group, LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on TRI relative to SPY over the holding period was -33.1%.

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