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Disclosery

Ballentine Partners, LLC: TRV position timeline

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

Ballentine Partners, LLC held 11,894 TRV shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,894 shares
    Change vs previous 13F -229 shares

    0.05% of the 13F portfolio, value $3,926,447.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, LLC
    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 12,123 shares
    Change vs previous 13F +2 shares

    0.05% of the 13F portfolio, value $3,536,037.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, LLC
    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 12,121 shares
    Change vs previous 13F -32 shares

    0.05% of the 13F portfolio, value $3,515,817.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, LLC
    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 12,153 shares
    Change vs previous 13F -473 shares

    0.05% of the 13F portfolio, value $3,393,362.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, LLC
    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 12,626 shares
    Change vs previous 13F -179 shares

    0.05% of the 13F portfolio, value $3,377,960.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, LLC
    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 12,805 shares
    Change vs previous 13F +157 shares

    0.06% of the 13F portfolio, value $3,386,410.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, LLC
    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 12,648 shares
    Change vs previous 13F +2,345 shares

    0.05% of the 13F portfolio, value $3,046,777.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, LLC
    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 10,303 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,412,139.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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