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MB, LEVIS & ASSOCIATES, LLC: TRV position timeline

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

MB, LEVIS & ASSOCIATES, LLC held 5,633 TRV shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,633 shares
    Change vs previous 13F +13 shares

    0.69% of the 13F portfolio, value $1,859,623.

    13F-HR 0002065807-26-000004 filed by MB, LEVIS & ASSOCIATES, 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 5,620 shares
    Change vs previous 13F +40 shares

    0.68% of the 13F portfolio, value $1,639,366.

    13F-HR 0002065807-26-000002 filed by MB, LEVIS & ASSOCIATES, 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 5,580 shares
    Change vs previous 13F -181 shares

    0.68% of the 13F portfolio, value $1,618,425.

    13F-HR 0002065807-26-000001 filed by MB, LEVIS & ASSOCIATES, 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 5,761 shares
    Change vs previous 13F -389 shares

    0.7% of the 13F portfolio, value $1,608,523.

    13F-HR 0002065807-25-000017 filed by MB, LEVIS & ASSOCIATES, 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 6,150 shares
    Change vs previous 13F +136 shares

    0.72% of the 13F portfolio, value $1,645,239.

    13F-HR 0002065807-25-000014 filed by MB, LEVIS & ASSOCIATES, 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 6,014 shares
    Change vs previous 13F +4 shares

    0.74% of the 13F portfolio, value $1,590,446.

    13F-HR 0002065807-25-000012 filed by MB, LEVIS & ASSOCIATES, 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 6,010 shares
    Change vs previous 13F -12 shares

    0.72% of the 13F portfolio, value $1,447,862.

    13F-HR 0002065807-25-000011 filed by MB, LEVIS & ASSOCIATES, 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 6,022 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,409,943.

    13F-HR 0002065807-25-000010 filed by MB, LEVIS & ASSOCIATES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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