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Disclosery

JGP Wealth Management, LLC: TRV position timeline

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

JGP Wealth Management, LLC held 755 TRV shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 755 shares
    Change vs previous 13F -2 shares

    0.02% of the 13F portfolio, value $269,196.

    13F-HR 0001085146-26-000887 filed by JGP Wealth Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 757 shares
    Change vs previous 13F -6 shares

    0.02% of the 13F portfolio, value $249,928.

    13F-HR 0001748278-26-000004 filed by JGP 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 ended2026-03-31
    13F 763 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $222,575.

    13F-HR 0001748278-26-000003 filed by JGP 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 ended2025-12-31
    13F 763 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $221,338.

    13F-HR 0001748278-26-000002 filed by JGP 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 ended2025-09-30
    13F 763 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $213,690.

    13F-HR 0001748278-25-000004 filed by JGP Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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