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Forvis Mazars Wealth Advisors, LLC: TRV position timeline

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

Forvis Mazars Wealth Advisors, LLC held 13,787 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 13,787 shares
    Change vs previous 13F -358 shares

    0.08% of the 13F portfolio, value $4,915,267.

    13F-HR 0001352864-26-000014 filed by Forvis Mazars Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 14,145 shares
    Change vs previous 13F +9 shares

    0.08% of the 13F portfolio, value $4,669,602.

    13F-HR 0001352864-26-000006 filed by Forvis Mazars Wealth Advisors, 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 14,136 shares
    Change vs previous 13F +228 shares

    0.08% of the 13F portfolio, value $4,123,204.

    13F-HR 0001352864-26-000002 filed by Forvis Mazars Wealth Advisors, 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 13,908 shares
    Change vs previous 13F -416 shares

    0.08% of the 13F portfolio, value $4,034,136.

    13F-HR 0001352864-26-000001 filed by Forvis Mazars Wealth Advisors, 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 14,324 shares
    Change vs previous 13F -451 shares

    0.08% of the 13F portfolio, value $3,999,537.

    13F-HR 0001352864-25-000006 filed by Forvis Mazars Wealth Advisors, 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 14,775 shares
    Change vs previous 13F -304 shares

    0.09% of the 13F portfolio, value $3,952,868.

    13F-HR 0001085146-25-004245 filed by Forvis Mazars Wealth Advisors, 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 15,079 shares
    Change vs previous 13F +921 shares

    0.1% of the 13F portfolio, value $3,987,730.

    13F-HR 0001085146-25-003049 filed by Forvis Mazars Wealth Advisors, 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 14,158 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,410,516.

    13F-HR 0001085146-25-000729 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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