Carmel Capital Partners, LLC: TRV position timeline

Carmel Capital Partners, LLC held 7,819 TRV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 7,819 shares

   Change vs previous 13F -656 shares

   0.85% of the 13F portfolio, value $2,581,209.

   13F-HR 0001900481-26-000005 filed by Carmel Capital Partners, LLC
   Filed 2026-07-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 8,475 shares

   Change vs previous 13F +112 shares

   0.89% of the 13F portfolio, value $2,471,988.

   13F-HR 0001900481-26-000003 filed by Carmel Capital Partners, LLC
   Filed 2026-04-30 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 8,363 shares

   Change vs previous 13F +3,192 shares

   0.85% of the 13F portfolio, value $2,425,772.

   13F-HR 0001900481-26-000001 filed by Carmel Capital Partners, LLC
   Filed 2026-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 5,171 shares

   Change vs previous 13F -2,021 shares

   0.61% of the 13F portfolio, value $1,443,847.

   13F-HR 0001900481-25-000009 filed by Carmel Capital Partners, LLC
   Filed 2025-10-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 7,192 shares

   Change vs previous 13F not available

   0.67% of the 13F portfolio, value $1,924,148.

   13F-HR 0001900481-25-000008 filed by Carmel Capital Partners, LLC
   Filed 2025-07-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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