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Disclosery

Principle Wealth Partners LLC: TRV position timeline

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

Principle Wealth Partners LLC held 15,470 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 15,470 shares
    Change vs previous 13F -393 shares

    0.25% of the 13F portfolio, value $5,106,803.

    13F-HR 0001951757-26-001184 filed by Principle Wealth Partners 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 15,863 shares
    Change vs previous 13F -64 shares

    0.26% of the 13F portfolio, value $4,626,785.

    13F-HR 0001951757-26-000791 filed by Principle Wealth Partners 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 15,927 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $4,619,746.

    13F-HR 0001951757-26-000397 filed by Principle Wealth Partners 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 15,927 shares
    Change vs previous 13F +550 shares

    0.26% of the 13F portfolio, value $4,447,098.

    13F-HR 0001951757-25-001250 filed by Principle Wealth Partners 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 15,377 shares
    Change vs previous 13F -620 shares

    0.26% of the 13F portfolio, value $4,113,926.

    13F-HR 0001951757-25-001006 filed by Principle Wealth Partners 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 15,997 shares
    Change vs previous 13F -873 shares

    0.3% of the 13F portfolio, value $4,230,662.

    13F-HR 0001951757-25-000521 filed by Principle Wealth Partners 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 16,870 shares
    Change vs previous 13F -125 shares

    0.29% of the 13F portfolio, value $4,063,953.

    13F-HR 0001951757-25-000146 filed by Principle Wealth Partners 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 16,995 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $3,978,804.

    13F-HR 0001951757-24-001201 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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