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Recurrent Investment Advisors LLC: TRGP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Recurrent Investment Advisors LLC on TRGP, newest first. How the timeline and the estimate are built.

Recurrent Investment Advisors LLC held 470,637 TRGP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 470,637 shares
    Change vs previous 13F -1,164 shares

    7.83% of the 13F portfolio, value $126,196,605.

    13F-HR 0001420506-26-001686 filed by Recurrent Investment Advisors 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 471,801 shares
    Change vs previous 13F -56,745 shares

    7.12% of the 13F portfolio, value $118,294,664.

    13F-HR 0001420506-26-001065 filed by Recurrent Investment Advisors 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 528,546 shares
    Change vs previous 13F +21,532 shares

    7.21% of the 13F portfolio, value $97,516,737.

    13F-HR 0001420506-26-000354 filed by Recurrent Investment Advisors 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 507,014 shares
    Change vs previous 13F +71,123 shares

    6.51% of the 13F portfolio, value $84,945,126.

    13F-HR 0001420506-25-003193 filed by Recurrent Investment Advisors 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 435,891 shares
    Change vs previous 13F +78,182 shares

    6.14% of the 13F portfolio, value $75,879,905.

    13F-HR 0001420506-25-002061 filed by Recurrent Investment Advisors 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 357,709 shares
    Change vs previous 13F +419 shares

    6.07% of the 13F portfolio, value $71,709,923.

    13F-HR 0001420506-25-001207 filed by Recurrent Investment Advisors 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 357,290 shares
    Change vs previous 13F -4,750 shares

    5.85% of the 13F portfolio, value $63,776,265.

    13F-HR 0001420506-25-000549 filed by Recurrent Investment Advisors 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 362,040 shares
    Change vs previous 13F not available

    5.33% of the 13F portfolio, value $53,585,540.

    13F-HR 0001420506-24-002436 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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