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IFP Advisors, Inc: TRV position timeline

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

IFP Advisors, Inc held 18,260 TRV shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,260 shares
    Change vs previous 13F -167 shares

    0.11% of the 13F portfolio, value $6,027,991.

    13F-HR 0001641866-26-000004 filed by IFP Advisors, Inc
    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 18,427 shares
    Change vs previous 13F +2,965 shares

    0.11% of the 13F portfolio, value $5,374,787.

    13F-HR 0001641866-26-000003 filed by IFP Advisors, Inc
    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 15,462 shares
    Change vs previous 13F +454 shares

    0.1% of the 13F portfolio, value $4,484,908.

    13F-HR 0001641866-26-000001 filed by IFP Advisors, Inc
    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/A 15,008 shares
    Change vs previous 13F +1,117 shares

    0.11% of the 13F portfolio, value $4,190,534.

    13F-HR/A 0001641866-26-000002 filed by IFP Advisors, Inc
    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 13,891 shares
    Change vs previous 13F +219 shares

    0.11% of the 13F portfolio, value $3,716,651.

    13F-HR 0001641866-25-000009 filed by IFP Advisors, Inc
    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 13,672 shares
    Change vs previous 13F +562 shares

    0.11% of the 13F portfolio, value $3,615,911.

    13F-HR 0001641866-25-000006 filed by IFP Advisors, Inc
    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 13,110 shares
    Change vs previous 13F +8,925 shares

    0.1% of the 13F portfolio, value $3,158,185.

    13F-HR 0001641866-25-000004 filed by IFP Advisors, Inc
    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 4,185 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $979,823.

    13F-HR 0001641866-25-000003 filed by IFP Advisors, Inc
    Filed (acceptance time not in the bulk data set), ingested

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