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Disclosery

BSW Wealth Partners: TRV position timeline

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

BSW Wealth Partners held 5,999 TRV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,999 shares
    Change vs previous 13F -28 shares

    0.22% of the 13F portfolio, value $1,980,468.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    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 6,027 shares
    Change vs previous 13F -212 shares

    0.21% of the 13F portfolio, value $1,757,988.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    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 6,239 shares
    Change vs previous 13F -195 shares

    0.22% of the 13F portfolio, value $1,809,680.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    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 6,434 shares
    Change vs previous 13F -215 shares

    0.22% of the 13F portfolio, value $1,796,463.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    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 6,649 shares
    Change vs previous 13F +166 shares

    0.24% of the 13F portfolio, value $1,778,856.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    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 6,483 shares
    Change vs previous 13F -102 shares

    0.26% of the 13F portfolio, value $1,714,622.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    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 6,585 shares
    Change vs previous 13F +63 shares

    0.23% of the 13F portfolio, value $1,586,123.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    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 6,522 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,526,998.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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