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Net Worth Advisory Group: TRV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Net Worth Advisory Group on TRV, newest first. How the timeline and the estimate are built.

Net Worth Advisory Group held 5,249 TRV shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,249 shares
    Change vs previous 13F -339 shares

    0.44% of the 13F portfolio, value $1,732,926.

    13F-HR 0001754960-26-000481 filed by Net Worth Advisory Group
    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 5,588 shares
    Change vs previous 13F -156 shares

    0.34% of the 13F portfolio, value $1,629,909.

    13F-HR 0001754960-26-000355 filed by Net Worth Advisory Group
    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 5,744 shares
    Change vs previous 13F +1,083 shares

    0.34% of the 13F portfolio, value $1,666,068.

    13F-HR 0001754960-26-000043 filed by Net Worth Advisory Group
    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 4,661 shares
    Change vs previous 13F -851 shares

    0.38% of the 13F portfolio, value $1,301,357.

    13F-HR 0001754960-25-000668 filed by Net Worth Advisory Group
    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 5,512 shares
    Change vs previous 13F +218 shares

    0.33% of the 13F portfolio, value $1,474,670.

    13F-HR 0001754960-25-000454 filed by Net Worth Advisory Group
    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 5,294 shares
    Change vs previous 13F -108 shares

    0.44% of the 13F portfolio, value $1,399,965.

    13F-HR 0001754960-25-000198 filed by Net Worth Advisory Group
    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 5,402 shares
    Change vs previous 13F +68 shares

    0.4% of the 13F portfolio, value $1,301,200.

    13F-HR 0001754960-25-000114 filed by Net Worth Advisory Group
    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 5,334 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,248,780.

    13F-HR 0001754960-24-000507 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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