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RITHOLTZ WEALTH MANAGEMENT: TRV position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 40,794 TRV shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 40,794 shares
    Change vs previous 13F +923 shares

    0.2% of the 13F portfolio, value $13,466,978.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
    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 39,871 shares
    Change vs previous 13F +196 shares

    0.2% of the 13F portfolio, value $11,629,637.

    13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
    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 39,675 shares
    Change vs previous 13F +1,139 shares

    0.21% of the 13F portfolio, value $11,508,098.

    13F-HR 0001698218-26-000001 filed by RITHOLTZ WEALTH MANAGEMENT
    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 38,536 shares
    Change vs previous 13F +945 shares

    0.21% of the 13F portfolio, value $10,759,947.

    13F-HR 0001698218-25-000004 filed by RITHOLTZ WEALTH MANAGEMENT
    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 37,591 shares
    Change vs previous 13F +1,606 shares

    0.22% of the 13F portfolio, value $10,056,983.

    13F-HR 0001085146-25-004188 filed by RITHOLTZ WEALTH MANAGEMENT
    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 35,985 shares
    Change vs previous 13F +950 shares

    0.28% of the 13F portfolio, value $9,516,604.

    13F-HR 0001085146-25-002136 filed by RITHOLTZ WEALTH MANAGEMENT
    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 35,035 shares
    Change vs previous 13F +818 shares

    0.25% of the 13F portfolio, value $8,439,620.

    13F-HR 0001085146-25-000201 filed by RITHOLTZ WEALTH MANAGEMENT
    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 34,217 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $8,010,897.

    13F-HR 0001085146-24-004785 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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