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Disclosery

Monument Capital Management: TRV position timeline

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

Monument Capital Management held 8,648 TRV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,648 shares
    Change vs previous 13F +7,176 shares

    0.64% of the 13F portfolio, value $3,082,956.

    13F-HR 0001729428-26-000006 filed by Monument Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,472 shares
    Change vs previous 13F +214 shares

    0.1% of the 13F portfolio, value $485,913.

    13F-HR 0001729428-26-000005 filed by Monument 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 ended2026-03-31
    13F 1,258 shares
    Change vs previous 13F -53 shares

    0.09% of the 13F portfolio, value $366,912.

    13F-HR 0001729428-26-000003 filed by Monument 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 ended2025-12-31
    13F 1,311 shares
    Change vs previous 13F +53 shares

    0.09% of the 13F portfolio, value $380,248.

    13F-HR 0001729428-26-000001 filed by Monument 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 ended2025-09-30
    13F 1,258 shares
    Change vs previous 13F -298 shares

    0.09% of the 13F portfolio, value $351,239.

    13F-HR 0001729428-25-000010 filed by Monument 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 ended2025-06-30
    13F 1,556 shares
    Change vs previous 13F +106 shares

    0.11% of the 13F portfolio, value $416,273.

    13F-HR 0001729428-25-000008 filed by Monument 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 ended2025-03-31
    13F 1,450 shares
    Change vs previous 13F -86 shares

    0.12% of the 13F portfolio, value $383,399.

    13F-HR 0001729428-25-000002 filed by Monument 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 ended2024-12-31
    13F 1,536 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $369,903.

    13F-HR 0001729428-25-000001 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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