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Disclosery

CFC Planning Co LLC: TRV position timeline

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

CFC Planning Co LLC held 0 TRV shares at 2025-06-30 per its 13F-HR filed 2025-08-12.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -16,813 shares

    13F-HR 0001085146-25-004863 filed by CFC Planning Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-03-31
    13F/A 16,813 shares
    Change vs previous 13F +1,343 shares

    4.86% of the 13F portfolio, value $4,446,366.

    13F-HR/A 0001085146-25-005755 filed by CFC Planning Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 15,470 shares
    Change vs previous 13F not available

    3.99% of the 13F portfolio, value $3,726,569.

    13F-HR 0001085146-25-000636 filed by CFC Planning Co LLC
    Filed (acceptance time not in the bulk data set), ingested

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