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Disclosery

Great Waters Wealth Management: TRV position timeline

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

Great Waters Wealth Management held 1,377 TRV shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,377 shares
    Change vs previous 13F +2 shares

    0.04% of the 13F portfolio, value $490,934.

    13F-HR 0001964535-26-000005 filed by Great Waters Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,375 shares
    Change vs previous 13F -36 shares

    0.04% of the 13F portfolio, value $453,781.

    13F-HR 0001964535-26-000003 filed by Great Waters Wealth Management
    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 1,411 shares
    Change vs previous 13F +2 shares

    0.04% of the 13F portfolio, value $411,542.

    13F-HR 0001964535-26-000002 filed by Great Waters Wealth Management
    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 1,409 shares
    Change vs previous 13F +3 shares

    0.04% of the 13F portfolio, value $408,740.

    13F-HR 0001964535-26-000001 filed by Great Waters Wealth Management
    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 1,406 shares
    Change vs previous 13F +2 shares

    0.05% of the 13F portfolio, value $392,691.

    13F-HR 0001964535-25-000006 filed by Great Waters Wealth Management
    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 1,404 shares
    Change vs previous 13F +20 shares

    0.05% of the 13F portfolio, value $375,495.

    13F-HR 0001964535-25-000004 filed by Great Waters Wealth Management
    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 1,384 shares
    Change vs previous 13F +27 shares

    0.05% of the 13F portfolio, value $366,143.

    13F-HR 0001964535-25-000003 filed by Great Waters Wealth Management
    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 1,357 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $326,795.

    13F-HR 0001964535-25-000001 filed by Great Waters Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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