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Elmwood Wealth Management, Inc.: TRV position timeline

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

Elmwood Wealth Management, Inc. held 5,121 TRV shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,121 shares
    Change vs previous 13F -49 shares

    0.44% of the 13F portfolio, value $1,825,576.

    13F-HR 0001731927-26-000006 filed by Elmwood Wealth Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,170 shares
    Change vs previous 13F -10 shares

    0.43% of the 13F portfolio, value $1,706,617.

    13F-HR 0001731927-26-000003 filed by Elmwood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,180 shares
    Change vs previous 13F -228 shares

    0.42% of the 13F portfolio, value $1,510,903.

    13F-HR 0001731927-26-000002 filed by Elmwood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,408 shares
    Change vs previous 13F -20 shares

    0.5% of the 13F portfolio, value $1,568,554.

    13F-HR 0001731927-26-000001 filed by Elmwood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,428 shares
    Change vs previous 13F -35 shares

    0.54% of the 13F portfolio, value $1,515,519.

    13F-HR 0001731927-25-000006 filed by Elmwood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,463 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $1,461,488.

    13F-HR 0001731927-25-000003 filed by Elmwood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,463 shares
    Change vs previous 13F -329 shares

    0.59% of the 13F portfolio, value $1,444,745.

    13F-HR 0001731927-25-000002 filed by Elmwood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 5,792 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $1,395,235.

    13F-HR 0001731927-25-000001 filed by Elmwood Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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