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Disclosery

HFR Wealth Management, LLC: TR position timeline

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

HFR Wealth Management, LLC held 295,263 TR 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 295,263 shares
    Change vs previous 13F +5,554 shares

    2.85% of the 13F portfolio, value $11,677,661.

    13F-HR 0001877822-26-000006 filed by HFR 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 289,709 shares
    Change vs previous 13F -4,020 shares

    3.04% of the 13F portfolio, value $12,376,379.

    13F-HR 0001877822-26-000004 filed by HFR 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 293,729 shares
    Change vs previous 13F -459 shares

    2.54% of the 13F portfolio, value $10,759,293.

    13F-HR 0001877822-26-000002 filed by HFR 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 294,188 shares
    Change vs previous 13F +1,219 shares

    2.83% of the 13F portfolio, value $12,332,361.

    13F-HR 0001877822-25-000011 filed by HFR 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 292,969 shares
    Change vs previous 13F +6,909 shares

    2.37% of the 13F portfolio, value $9,799,813.

    13F-HR 0001877822-25-000006 filed by HFR 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 286,060 shares
    Change vs previous 13F +4,747 shares

    2.19% of the 13F portfolio, value $9,005,169.

    13F-HR 0001877822-25-000004 filed by HFR 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 281,313 shares
    Change vs previous 13F +1,617 shares

    2.25% of the 13F portfolio, value $9,094,849.

    13F-HR 0001877822-25-000002 filed by HFR 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 279,696 shares
    Change vs previous 13F not available

    2.1% of the 13F portfolio, value $8,662,185.

    13F-HR 0001877822-24-000008 filed by HFR Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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