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Northern Financial Advisors Inc: TRV position timeline

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

Northern Financial Advisors Inc held 6,705 TRV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,705 shares
    Change vs previous 13F +63 shares

    1.46% of the 13F portfolio, value $2,213,451.

    13F-HR 0001962457-26-000003 filed by Northern Financial Advisors Inc
    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 6,642 shares
    Change vs previous 13F +2,736 shares

    1.41% of the 13F portfolio, value $1,937,337.

    13F-HR 0001962457-26-000002 filed by Northern Financial Advisors Inc
    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 3,906 shares
    Change vs previous 13F -2,727 shares

    1.3% of the 13F portfolio, value $1,132,974.

    13F-HR 0001962457-26-000001 filed by Northern Financial Advisors Inc
    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 6,633 shares
    Change vs previous 13F -66 shares

    0.97% of the 13F portfolio, value $1,852,069.

    13F-HR 0001962457-25-000002 filed by Northern Financial Advisors Inc
    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 6,699 shares
    Change vs previous 13F +123 shares

    1.35% of the 13F portfolio, value $1,792,253.

    13F-HR 0001085146-25-004111 filed by Northern Financial Advisors Inc
    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 6,576 shares
    Change vs previous 13F +45 shares

    1.44% of the 13F portfolio, value $1,739,090.

    13F-HR 0001085146-25-002644 filed by Northern Financial Advisors Inc
    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 6,531 shares
    Change vs previous 13F -182 shares

    1.26% of the 13F portfolio, value $1,573,250.

    13F-HR 0001085146-25-000621 filed by Northern Financial Advisors Inc
    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 6,713 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $1,571,648.

    13F-HR 0001085146-24-005214 filed by Northern Financial Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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