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Disclosery

Sigma Planning Corp: TRV position timeline

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

Sigma Planning Corp held 9,627 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 9,627 shares
    Change vs previous 13F +4,771 shares

    0.08% of the 13F portfolio, value $3,178,032.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    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 4,856 shares
    Change vs previous 13F -117 shares

    0.04% of the 13F portfolio, value $1,416,256.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    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 4,973 shares
    Change vs previous 13F -3,236 shares

    0.04% of the 13F portfolio, value $1,442,363.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    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 8,209 shares
    Change vs previous 13F +205 shares

    0.07% of the 13F portfolio, value $2,292,206.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    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 8,004 shares
    Change vs previous 13F -1,589 shares

    0.06% of the 13F portfolio, value $2,141,523.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    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 9,593 shares
    Change vs previous 13F -598 shares

    0.08% of the 13F portfolio, value $2,537,027.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    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 10,191 shares
    Change vs previous 13F -502 shares

    0.08% of the 13F portfolio, value $2,454,802.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    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 10,693 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,503,511.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

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