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Disclosery

PUREfi Wealth, LLC: TRV position timeline

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

PUREfi Wealth, LLC held 2,036 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 2,036 shares
    Change vs previous 13F -865 shares

    0.37% of the 13F portfolio, value $672,124.

    13F-HR 0002001520-26-000003 filed by PUREfi 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 2,901 shares
    Change vs previous 13F +17 shares

    0.55% of the 13F portfolio, value $846,164.

    13F-HR 0002001520-26-000002 filed by PUREfi 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 2,884 shares
    Change vs previous 13F +240 shares

    0.64% of the 13F portfolio, value $836,533.

    13F-HR 0002001520-26-000001 filed by PUREfi 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 2,644 shares
    Change vs previous 13F +361 shares

    0.57% of the 13F portfolio, value $738,258.

    13F-HR 0002001520-25-000005 filed by PUREfi 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 2,283 shares
    Change vs previous 13F +650 shares

    0.49% of the 13F portfolio, value $610,794.

    13F-HR 0002001520-25-000003 filed by PUREfi 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 1,633 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $431,863.

    13F-HR 0002001520-25-000002 filed by PUREfi Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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