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Disclosery

Dakota Wealth Management: TRV position timeline

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

Dakota Wealth Management held 6,853 TRV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,853 shares
    Change vs previous 13F -63 shares

    0.04% of the 13F portfolio, value $2,262,422.

    13F-HR 0001951757-26-001143 filed by Dakota Wealth Management
    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/A 6,916 shares
    Change vs previous 13F -23 shares

    0.04% of the 13F portfolio, value $2,017,144.

    13F-HR/A 0001951757-26-001603 filed by Dakota Wealth Management
    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/A 6,939 shares
    Change vs previous 13F +543 shares

    0.04% of the 13F portfolio, value $2,012,664.

    13F-HR/A 0001951757-26-001604 filed by Dakota Wealth Management
    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 6,396 shares
    Change vs previous 13F -896 shares

    0.04% of the 13F portfolio, value $1,785,881.

    13F-HR/A 0001951757-26-001605 filed by Dakota Wealth Management
    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 7,292 shares
    Change vs previous 13F -645 shares

    0.04% of the 13F portfolio, value $1,951,002.

    13F-HR 0001951757-25-000874 filed by Dakota Wealth Management
    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 7,937 shares
    Change vs previous 13F -14 shares

    0.05% of the 13F portfolio, value $2,098,953.

    13F-HR 0001951757-25-000489 filed by Dakota Wealth Management
    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 7,951 shares
    Change vs previous 13F -189 shares

    0.04% of the 13F portfolio, value $1,915,355.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    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 8,140 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,905,623.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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