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Vestmark Advisory Solutions, Inc.: TRV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vestmark Advisory Solutions, Inc. on TRV, newest first. How the timeline and the estimate are built.

Vestmark Advisory Solutions, Inc. held 13,357 TRV 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 13,357 shares
    Change vs previous 13F -1,819 shares

    0.04% of the 13F portfolio, value $4,409,486.

    13F-HR 0001172661-26-003455 filed by Vestmark Advisory Solutions, Inc.
    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 15,176 shares
    Change vs previous 13F -971 shares

    0.05% of the 13F portfolio, value $4,426,770.

    13F-HR 0001172661-26-002206 filed by Vestmark Advisory Solutions, Inc.
    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 16,147 shares
    Change vs previous 13F +3,816 shares

    0.06% of the 13F portfolio, value $4,683,358.

    13F-HR 0001172661-26-000526 filed by Vestmark Advisory Solutions, Inc.
    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 12,331 shares
    Change vs previous 13F +2,844 shares

    0.07% of the 13F portfolio, value $3,443,062.

    13F-HR 0001172661-25-004660 filed by Vestmark Advisory Solutions, Inc.
    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 9,487 shares
    Change vs previous 13F -8,915 shares

    0.04% of the 13F portfolio, value $2,538,152.

    13F-HR 0001172661-25-002918 filed by Vestmark Advisory Solutions, Inc.
    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 18,402 shares
    Change vs previous 13F +9,017 shares

    0.13% of the 13F portfolio, value $4,866,592.

    13F-HR 0001172661-25-001732 filed by Vestmark Advisory Solutions, Inc.
    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 9,385 shares
    Change vs previous 13F +604 shares

    0.08% of the 13F portfolio, value $2,260,753.

    13F-HR 0001172661-25-000556 filed by Vestmark Advisory Solutions, Inc.
    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 8,781 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $2,055,808.

    13F-HR 0001172661-24-004807 filed by Vestmark Advisory Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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