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Disclosery

NewEdge Wealth, LLC: TRV position timeline

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

NewEdge Wealth, LLC held 14,064 TRV shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,064 shares
    Change vs previous 13F -1,921 shares

    0.05% of the 13F portfolio, value $4,642,711.

    13F-HR 0001580642-26-005094 filed by NewEdge Wealth, 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 15,985 shares
    Change vs previous 13F -1,847 shares

    0.06% of the 13F portfolio, value $4,662,578.

    13F-HR 0001580642-26-003156 filed by NewEdge Wealth, 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 17,832 shares
    Change vs previous 13F +2,236 shares

    0.06% of the 13F portfolio, value $5,172,491.

    13F-HR 0001580642-26-000700 filed by NewEdge Wealth, 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 15,596 shares
    Change vs previous 13F +2,945 shares

    0.06% of the 13F portfolio, value $4,314,559.

    13F-HR 0001580642-25-007152 filed by NewEdge Wealth, 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 12,651 shares
    Change vs previous 13F +1,053 shares

    0.05% of the 13F portfolio, value $3,357,035.

    13F-HR 0001580642-25-005035 filed by NewEdge Wealth, 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 11,598 shares
    Change vs previous 13F -435 shares

    0.06% of the 13F portfolio, value $3,067,192.

    13F-HR 0001580642-25-003038 filed by NewEdge Wealth, 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 12,033 shares
    Change vs previous 13F +587 shares

    0.05% of the 13F portfolio, value $2,898,629.

    13F-HR 0001580642-25-000776 filed by NewEdge Wealth, 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 11,446 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $2,679,738.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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