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Cresset Asset Management, LLC: TRV position timeline

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

Cresset Asset Management, LLC held 17,829 TRV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,829 shares
    Change vs previous 13F -433 shares

    0.02% of the 13F portfolio, value $5,885,873.

    13F-HR 0001172661-26-003461 filed by Cresset Asset Management, 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 18,262 shares
    Change vs previous 13F +394 shares

    0.02% of the 13F portfolio, value $5,326,732.

    13F-HR 0001172661-26-002185 filed by Cresset Asset Management, 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 17,868 shares
    Change vs previous 13F -205 shares

    0.02% of the 13F portfolio, value $5,182,705.

    13F-HR 0001172661-26-001073 filed by Cresset Asset Management, 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/A 18,073 shares
    Change vs previous 13F +1,408 shares

    0.02% of the 13F portfolio, value $5,046,343.

    13F-HR/A 0001172661-26-000269 filed by Cresset Asset Management, 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/A 16,665 shares
    Change vs previous 13F -2,638 shares

    0.02% of the 13F portfolio, value $4,458,554.

    13F-HR/A 0001172661-26-000268 filed by Cresset Asset Management, 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 19,303 shares
    Change vs previous 13F -1,339 shares

    0.03% of the 13F portfolio, value $5,104,871.

    13F-HR 0001172661-25-001764 filed by Cresset Asset Management, 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 20,642 shares
    Change vs previous 13F -14,385 shares

    0.02% of the 13F portfolio, value $4,972,465.

    13F-HR 0001172661-25-000925 filed by Cresset Asset Management, 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 35,027 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $8,200,520.

    13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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