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FAS Wealth Partners, Inc.: TRV position timeline

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

FAS Wealth Partners, Inc. held 17,473 TRV shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,473 shares
    Change vs previous 13F +1,393 shares

    0.3% of the 13F portfolio, value $5,768,108.

    13F-HR 0001398344-26-012965 filed by FAS Wealth Partners, Inc.
    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 16,080 shares
    Change vs previous 13F +718 shares

    0.29% of the 13F portfolio, value $4,690,267.

    13F-HR 0001398344-26-010659 filed by FAS Wealth Partners, Inc.
    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 15,362 shares
    Change vs previous 13F +863 shares

    0.29% of the 13F portfolio, value $4,455,807.

    13F-HR 0001398344-26-003331 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 14,499 shares
    Change vs previous 13F +639 shares

    0.27% of the 13F portfolio, value $4,048,530.

    13F-HR 0001398344-25-019940 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 13,860 shares
    Change vs previous 13F +921 shares

    0.27% of the 13F portfolio, value $3,708,067.

    13F-HR 0001398344-25-015492 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 12,939 shares
    Change vs previous 13F +609 shares

    0.28% of the 13F portfolio, value $3,421,844.

    13F-HR 0001398344-25-008635 filed by FAS Wealth Partners, Inc.
    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 12,330 shares
    Change vs previous 13F +323 shares

    0.25% of the 13F portfolio, value $2,970,060.

    13F-HR 0001398344-25-002948 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 12,007 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,811,028.

    13F-HR 0001398344-24-018955 filed by FAS Wealth Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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