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Disclosery

Souders Financial Advisors: TRP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Souders Financial Advisors on TRP, newest first. How the timeline and the estimate are built.

Souders Financial Advisors held 14,701 TRP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,701 shares
    Change vs previous 13F -882 shares

    0.1% of the 13F portfolio, value $974,529.

    13F-HR 0001811240-26-000003 filed by Souders Financial Advisors
    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 15,583 shares
    Change vs previous 13F -2,885 shares

    0.11% of the 13F portfolio, value $975,496.

    13F-HR 0001811240-26-000002 filed by Souders Financial Advisors
    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 18,468 shares
    Change vs previous 13F -899 shares

    0.12% of the 13F portfolio, value $1,015,925.

    13F-HR 0001811240-26-000001 filed by Souders Financial Advisors
    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 19,367 shares
    Change vs previous 13F -3,187 shares

    0.13% of the 13F portfolio, value $1,053,758.

    13F-HR 0001811240-25-000006 filed by Souders Financial Advisors
    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 22,554 shares
    Change vs previous 13F -9,457 shares

    0.14% of the 13F portfolio, value $1,100,410.

    13F-HR 0001811240-25-000004 filed by Souders Financial Advisors
    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 32,011 shares
    Change vs previous 13F -28,037 shares

    0.21% of the 13F portfolio, value $1,511,239.

    13F-HR 0001811240-25-000002 filed by Souders Financial Advisors
    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 60,048 shares
    Change vs previous 13F -25,769 shares

    0.39% of the 13F portfolio, value $2,794,033.

    13F-HR 0001811240-25-000001 filed by Souders Financial Advisors
    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 85,817 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $4,080,598.

    13F-HR 0001811240-24-000005 filed by Souders Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

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