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Independent Advisor Alliance: TRV position timeline

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

Independent Advisor Alliance held 4,576 TRV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,576 shares
    Change vs previous 13F -651 shares

    0.04% of the 13F portfolio, value $1,510,499.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 5,227 shares
    Change vs previous 13F -22,173 shares

    0.02% of the 13F portfolio, value $1,524,702.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 27,400 shares
    Change vs previous 13F -3,424 shares

    0.19% of the 13F portfolio, value $7,947,739.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 30,824 shares
    Change vs previous 13F -1,159 shares

    0.22% of the 13F portfolio, value $8,606,564.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 31,983 shares
    Change vs previous 13F -2,197 shares

    0.25% of the 13F portfolio, value $8,556,661.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 34,180 shares
    Change vs previous 13F -3,386 shares

    0.3% of the 13F portfolio, value $9,039,168.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 37,566 shares
    Change vs previous 13F +1,954 shares

    0.12% of the 13F portfolio, value $9,049,229.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 35,612 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $8,337,572.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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