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Perigon Wealth Management, LLC: TRV position timeline

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

Perigon Wealth Management, LLC held 42,067 TRV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,067 shares
    Change vs previous 13F -26 shares

    0.22% of the 13F portfolio, value $13,887,097.

    13F-HR 0001951757-26-001189 filed by Perigon Wealth Management, 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 42,093 shares
    Change vs previous 13F +2,624 shares

    0.22% of the 13F portfolio, value $12,277,809.

    13F-HR 0001951757-26-000567 filed by Perigon Wealth Management, 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 39,469 shares
    Change vs previous 13F -641 shares

    0.2% of the 13F portfolio, value $11,448,576.

    13F-HR 0001951757-26-000202 filed by Perigon Wealth Management, 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 40,110 shares
    Change vs previous 13F +2,998 shares

    0.23% of the 13F portfolio, value $11,199,685.

    13F-HR 0001951757-25-001161 filed by Perigon Wealth Management, 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 37,112 shares
    Change vs previous 13F +1,500 shares

    0.23% of the 13F portfolio, value $9,928,918.

    13F-HR 0001951757-25-000869 filed by Perigon Wealth Management, 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 35,612 shares
    Change vs previous 13F +202 shares

    0.24% of the 13F portfolio, value $9,418,072.

    13F-HR 0001951757-25-000439 filed by Perigon Wealth Management, 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 35,410 shares
    Change vs previous 13F -1,752 shares

    0.21% of the 13F portfolio, value $8,582,410.

    13F-HR 0001951757-25-000106 filed by Perigon Wealth Management, 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 37,162 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $8,700,352.

    13F-HR 0001951757-24-001054 filed by Perigon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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