Agate Pass Investment Management, LLC: TRV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Agate Pass Investment Management, LLC on TRV, newest first. How the timeline and the estimate are built.
Agate Pass Investment Management, LLC held 6,025 TRV shares at 2026-06-30 per its 13F-HR filed 2026-07-08.
the latest 13F is the newest step
- period ended2026-06-3013F 6,025 sharesChange vs previous 13F 0 shares
0.73% of the 13F portfolio, value $1,988,973.
13F-HR 0001900409-26-000003 filed by Agate Pass Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,025 sharesChange vs previous 13F 0 shares
0.69% of the 13F portfolio, value $1,757,372.
13F-HR 0001900409-26-000002 filed by Agate Pass Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,025 sharesChange vs previous 13F -550 shares
0.65% of the 13F portfolio, value $1,747,612.
13F-HR 0001900409-26-000001 filed by Agate Pass Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,575 sharesChange vs previous 13F 0 shares
0.7% of the 13F portfolio, value $1,835,872.
13F-HR 0001900409-25-000008 filed by Agate Pass Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,575 sharesChange vs previous 13F 0 shares
0.72% of the 13F portfolio, value $1,759,076.
13F-HR 0001900409-25-000004 filed by Agate Pass Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,575 sharesChange vs previous 13F +3,000 shares
0.74% of the 13F portfolio, value $1,738,825.
13F-HR 0001900409-25-000003 filed by Agate Pass Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,575 sharesChange vs previous 13F not available
0.39% of the 13F portfolio, value $861,182.
13F-HR 0001900409-25-000001 filed by Agate Pass Investment Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).