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Disclosery

Parcion Private Wealth LLC: TRV position timeline

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

Parcion Private Wealth LLC held 2,014 TRV shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,014 shares
    Change vs previous 13F +617 shares

    0.04% of the 13F portfolio, value $664,862.

    13F-HR 0001801263-26-000004 filed by Parcion Private 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 1,397 shares
    Change vs previous 13F +284 shares

    0.03% of the 13F portfolio, value $407,477.

    13F-HR 0001801263-26-000003 filed by Parcion Private 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 1,113 shares
    Change vs previous 13F +73 shares

    0.02% of the 13F portfolio, value $322,837.

    13F-HR 0001801263-26-000001 filed by Parcion Private 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 1,040 shares
    Change vs previous 13F +120 shares

    0.02% of the 13F portfolio, value $290,389.

    13F-HR 0001801263-25-000008 filed by Parcion Private 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 920 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $246,137.

    13F-HR 0001801263-25-000007 filed by Parcion Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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