Skip to content
Disclosery

LPL Financial LLC: TRV position timeline

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

LPL Financial LLC held 409,993 TRV 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 409,993 shares
    Change vs previous 13F +20,696 shares

    0.03% of the 13F portfolio, value $135,346,751.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 389,297 shares
    Change vs previous 13F +1,706 shares

    0.03% of the 13F portfolio, value $113,550,200.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 387,591 shares
    Change vs previous 13F +18,638 shares

    0.03% of the 13F portfolio, value $112,424,648.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 368,953 shares
    Change vs previous 13F +105,452 shares

    0.03% of the 13F portfolio, value $103,019,036.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 263,501 shares
    Change vs previous 13F +57,496 shares

    0.02% of the 13F portfolio, value $70,496,828.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 206,005 shares
    Change vs previous 13F +8,212 shares

    0.02% of the 13F portfolio, value $54,480,203.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 197,793 shares
    Change vs previous 13F +1,455 shares

    0.02% of the 13F portfolio, value $47,646,330.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 196,338 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $45,966,746.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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