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CAPTRUST FINANCIAL ADVISORS: TRV position timeline

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

CAPTRUST FINANCIAL ADVISORS held 52,249 TRV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,249 shares
    Change vs previous 13F -583 shares

    0.03% of the 13F portfolio, value $17,248,483.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL 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 52,832 shares
    Change vs previous 13F +10,134 shares

    0.03% of the 13F portfolio, value $15,409,959.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL 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 42,698 shares
    Change vs previous 13F +362 shares

    0.02% of the 13F portfolio, value $12,385,025.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL 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 42,336 shares
    Change vs previous 13F -365 shares

    0.02% of the 13F portfolio, value $11,821,082.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL 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 42,701 shares
    Change vs previous 13F +2,455 shares

    0.03% of the 13F portfolio, value $11,424,305.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL 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 40,246 shares
    Change vs previous 13F +7,136 shares

    0.03% of the 13F portfolio, value $10,643,407.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL 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 33,110 shares
    Change vs previous 13F +1,881 shares

    0.02% of the 13F portfolio, value $7,975,792.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL 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 31,229 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $7,311,305.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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