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Disclosery

HB Wealth Management, LLC: TRV position timeline

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

HB Wealth Management, LLC held 23,018 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 23,018 shares
    Change vs previous 13F +2,081 shares

    0.04% of the 13F portfolio, value $7,599,002.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
    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 20,937 shares
    Change vs previous 13F +1,801 shares

    0.04% of the 13F portfolio, value $6,106,997.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
    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 19,136 shares
    Change vs previous 13F +525 shares

    0.04% of the 13F portfolio, value $5,550,806.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 18,611 shares
    Change vs previous 13F +1,684 shares

    0.04% of the 13F portfolio, value $5,196,626.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 16,927 shares
    Change vs previous 13F -681 shares

    0.04% of the 13F portfolio, value $4,528,712.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 17,608 shares
    Change vs previous 13F +4,045 shares

    0.04% of the 13F portfolio, value $4,656,761.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
    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 13,563 shares
    Change vs previous 13F +1,728 shares

    0.03% of the 13F portfolio, value $3,267,197.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 11,835 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,771,008.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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