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Disclosery

New Potomac Partners, LLC: TRV position timeline

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

New Potomac Partners, LLC held 1,109 TRV shares at 2024-09-30 per its 13F-HR filed 2024-11-08.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 1,109 shares
    Change vs previous 13F -75 shares

    0.13% of the 13F portfolio, value $259,640.

    13F-HR 0001731466-24-000004 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 1,184 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $240,755.

    13F-HR 0001731466-24-000002 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 1,184 shares
    Change vs previous 13F -260 shares

    0.15% of the 13F portfolio, value $272,486.

    13F-HR 0001731466-24-000001 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 1,444 shares
    Change vs previous 13F -390 shares

    0.16% of the 13F portfolio, value $275,068.

    13F-HR 0001940416-24-000002 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 1,834 shares
    Change vs previous 13F -31 shares

    0.21% of the 13F portfolio, value $299,511.

    13F-HR 0001731466-23-000003 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 1,865 shares
    Change vs previous 13F -50 shares

    0.21% of the 13F portfolio, value $323,876.

    13F-HR 0001731466-23-000002 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 1,915 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $328,251.

    13F-HR 0001104659-23-050140 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 1,915 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $359,043.

    13F-HR 0001104659-23-004552 filed by New Potomac Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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