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Disclosery

Vest Financial, LLC: TRV position timeline

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

Vest Financial, LLC held 215,257 TRV shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 215,257 shares
    Change vs previous 13F +20,461 shares

    0.75% of the 13F portfolio, value $71,060,640.

    13F-HR 0001709632-26-000006 filed by Vest Financial, 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 194,796 shares
    Change vs previous 13F +17,835 shares

    0.68% of the 13F portfolio, value $56,818,097.

    13F-HR 0001709632-26-000004 filed by Vest Financial, 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 176,961 shares
    Change vs previous 13F +8,373 shares

    0.65% of the 13F portfolio, value $51,329,307.

    13F-HR 0001709632-26-000002 filed by Vest Financial, 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 168,588 shares
    Change vs previous 13F +9,951 shares

    0.61% of the 13F portfolio, value $47,073,142.

    13F-HR 0001709632-25-000006 filed by Vest Financial, 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 158,637 shares
    Change vs previous 13F +43,098 shares

    0.6% of the 13F portfolio, value $42,441,743.

    13F-HR 0001085146-25-004177 filed by Vest Financial, 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 115,539 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $30,555,444.

    13F-HR 0001085146-25-002044 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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