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Disclosery

Fiduciary Alliance LLC: TRV position timeline

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

Fiduciary Alliance LLC held 835 TRV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 835 shares
    Change vs previous 13F -83 shares

    0.02% of the 13F portfolio, value $297,779.

    13F-HR 0001954805-26-000006 filed by Fiduciary Alliance LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 918 shares
    Change vs previous 13F +92 shares

    0.02% of the 13F portfolio, value $303,140.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance LLC
    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 826 shares
    Change vs previous 13F -54 shares

    0.01% of the 13F portfolio, value $247,169.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 880 shares
    Change vs previous 13F +2 shares

    0.02% of the 13F portfolio, value $255,178.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 878 shares
    Change vs previous 13F -83 shares

    0.02% of the 13F portfolio, value $245,083.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 961 shares
    Change vs previous 13F +114 shares

    0.02% of the 13F portfolio, value $257,037.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
    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 847 shares
    Change vs previous 13F -58 shares

    0.02% of the 13F portfolio, value $223,929.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 905 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $217,943.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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