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IEQ CAPITAL, LLC: TRV position timeline

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

IEQ CAPITAL, LLC held 85,289 TRV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 85,289 shares
    Change vs previous 13F -5,147 shares

    0.13% of the 13F portfolio, value $28,155,549.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 90,436 shares
    Change vs previous 13F +28,902 shares

    0.12% of the 13F portfolio, value $26,378,440.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 61,534 shares
    Change vs previous 13F -4,208 shares

    0.05% of the 13F portfolio, value $17,848,199.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 65,742 shares
    Change vs previous 13F +19,273 shares

    0.06% of the 13F portfolio, value $18,356,188.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 46,469 shares
    Change vs previous 13F +11,372 shares

    0.08% of the 13F portfolio, value $12,432,449.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 35,097 shares
    Change vs previous 13F +12,515 shares

    0.07% of the 13F portfolio, value $9,281,817.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 22,582 shares
    Change vs previous 13F +8,171 shares

    0.05% of the 13F portfolio, value $5,439,661.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 14,411 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,373,832.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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