ForthRight Wealth Management, LLC: TRV position timeline

ForthRight Wealth Management, LLC held 1,362 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 1,362 shares

   Change vs previous 13F -51 shares

   0.12% of the 13F portfolio, value $449,623.

   13F-HR 0001951757-26-001151 filed by ForthRight Wealth Management, LLC
   Filed 2026-08-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 1,413 shares

   Change vs previous 13F 0 shares

   0.12% of the 13F portfolio, value $412,144.

   13F-HR 0001951757-26-000827 filed by ForthRight Wealth Management, LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 1,413 shares

   Change vs previous 13F 0 shares

   0.12% of the 13F portfolio, value $409,855.

   13F-HR 0001951757-26-000057 filed by ForthRight Wealth Management, LLC
   Filed 2026-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 1,413 shares

   Change vs previous 13F -57 shares

   0.11% of the 13F portfolio, value $394,538.

   13F-HR 0001951757-25-001322 filed by ForthRight Wealth Management, LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 1,470 shares

   Change vs previous 13F -76 shares

   0.12% of the 13F portfolio, value $393,284.

   13F-HR 0001951757-25-000975 filed by ForthRight Wealth Management, LLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 1,546 shares

   Change vs previous 13F -83 shares

   0.14% of the 13F portfolio, value $408,855.

   13F-HR 0001951757-25-000372 filed by ForthRight Wealth Management, LLC
   Filed 2025-04-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 1,629 shares

   Change vs previous 13F -31 shares

   0.13% of the 13F portfolio, value $392,410.

   13F-HR 0001951757-25-000065 filed by ForthRight Wealth Management, LLC
   Filed 2025-01-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 1,660 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $388,639.

   13F-HR 0001951757-24-001132 filed by ForthRight Wealth Management, LLC
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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