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Disclosery

MAI Capital Management: TRVI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MAI Capital Management on TRVI, newest first. How the timeline and the estimate are built.

MAI Capital Management held 56,130 TRVI shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,130 shares
    Change vs previous 13F -8,995 shares

    <0.01% of the 13F portfolio, value $1,046,825.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 65,125 shares
    Change vs previous 13F -12,644 shares

    <0.01% of the 13F portfolio, value $776,942.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 77,769 shares
    Change vs previous 13F -20,723 shares

    0.01% of the 13F portfolio, value $973,668.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 98,492 shares
    Change vs previous 13F -749,061 shares

    0.01% of the 13F portfolio, value $901,202.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 847,553 shares
    Change vs previous 13F -537,497 shares

    0.03% of the 13F portfolio, value $4,636,115.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 1,385,050 shares
    Change vs previous 13F +28,164 shares

    0.07% of the 13F portfolio, value $8,711,965.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 1,356,886 shares
    Change vs previous 13F +29,601 shares

    0.04% of the 13F portfolio, value $5,590,371.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 1,327,285 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $4,433,132.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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