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Disclosery

NewEdge Advisors, LLC: TRV position timeline

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

NewEdge Advisors, LLC held 8,459 TRV shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,459 shares
    Change vs previous 13F -340 shares

    0.01% of the 13F portfolio, value $2,792,343.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 8,799 shares
    Change vs previous 13F -23,000 shares

    0.01% of the 13F portfolio, value $2,566,504.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 31,799 shares
    Change vs previous 13F +6,445 shares

    0.03% of the 13F portfolio, value $9,223,630.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 25,354 shares
    Change vs previous 13F -118 shares

    0.03% of the 13F portfolio, value $7,079,330.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 25,472 shares
    Change vs previous 13F -141 shares

    0.04% of the 13F portfolio, value $6,814,750.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 25,613 shares
    Change vs previous 13F -5,964 shares

    0.04% of the 13F portfolio, value $6,773,603.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, 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 31,577 shares
    Change vs previous 13F +2,710 shares

    0.05% of the 13F portfolio, value $7,606,660.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, 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 28,867 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $6,758,287.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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