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Arkadios Wealth Advisors: TRV position timeline

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

Arkadios Wealth Advisors held 5,966 TRV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,966 shares
    Change vs previous 13F -232 shares

    0.03% of the 13F portfolio, value $1,969,551.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 6,198 shares
    Change vs previous 13F -23 shares

    0.03% of the 13F portfolio, value $1,807,845.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 6,221 shares
    Change vs previous 13F +1,907 shares

    0.04% of the 13F portfolio, value $1,804,336.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 4,314 shares
    Change vs previous 13F +1,291 shares

    0.03% of the 13F portfolio, value $1,204,585.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 3,023 shares
    Change vs previous 13F +1,343 shares

    0.02% of the 13F portfolio, value $808,965.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 1,680 shares
    Change vs previous 13F +445 shares

    0.02% of the 13F portfolio, value $444,297.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 1,235 shares
    Change vs previous 13F -20 shares

    0.02% of the 13F portfolio, value $297,506.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 1,255 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $293,890.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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