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Wealthspire Advisors, LLC: TRV position timeline

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

Wealthspire Advisors, LLC held 5,496 TRV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,496 shares
    Change vs previous 13F +763 shares

    0.01% of the 13F portfolio, value $1,814,582.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, 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 4,733 shares
    Change vs previous 13F -371 shares

    0.01% of the 13F portfolio, value $1,380,603.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, 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 5,104 shares
    Change vs previous 13F +2,294 shares

    0.01% of the 13F portfolio, value $1,480,394.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, 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 2,810 shares
    Change vs previous 13F -550 shares

    <0.01% of the 13F portfolio, value $784,589.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, 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 3,360 shares
    Change vs previous 13F -219 shares

    0.01% of the 13F portfolio, value $898,900.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, 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 3,579 shares
    Change vs previous 13F +80 shares

    0.01% of the 13F portfolio, value $946,452.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, LLC
    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 3,499 shares
    Change vs previous 13F +142 shares

    0.01% of the 13F portfolio, value $842,814.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, LLC
    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 3,357 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $785,868.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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