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Disclosery

4WEALTH ADVISORS, INC.: TRV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 4WEALTH ADVISORS, INC. on TRV, newest first. How the timeline and the estimate are built.

4WEALTH ADVISORS, INC. held 0 TRV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 0 shares
    Change vs previous 13F -1,538 shares

    13F-HR 0001941040-26-000721 filed by 4WEALTH ADVISORS, INC.
    Accepted , ingested

    Exited: the 13F for this period no longer lists the position.

  2. period ended2026-06-30
    13F 1,538 shares
    Change vs previous 13F +21 shares

    0.39% of the 13F portfolio, value $510,491.

    13F-HR 0001941040-26-000425 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 1,517 shares
    Change vs previous 13F -351 shares

    0.38% of the 13F portfolio, value $442,609.

    13F-HR 0001941040-26-000269 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 1,868 shares
    Change vs previous 13F +46 shares

    0.47% of the 13F portfolio, value $541,795.

    13F-HR 0001941040-26-000036 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 1,822 shares
    Change vs previous 13F +140 shares

    0.47% of the 13F portfolio, value $508,676.

    13F-HR 0001941040-25-000575 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 1,682 shares
    Change vs previous 13F -22 shares

    0.47% of the 13F portfolio, value $449,886.

    13F-HR 0001941040-25-000412 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 1,704 shares
    Change vs previous 13F +272 shares

    0.5% of the 13F portfolio, value $450,764.

    13F-HR 0001941040-25-000258 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 1,432 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $345,021.

    13F-HR 0001941040-25-000166 filed by 4WEALTH ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).