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Disclosery

WJ Financial Advisors LLC: TRV position timeline

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

WJ Financial Advisors LLC held 2,317 TRV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,317 shares
    Change vs previous 13F -2 shares

    0.56% of the 13F portfolio, value $764,888.

    13F-HR 0002095682-26-000003 filed by WJ Financial 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 2,319 shares
    Change vs previous 13F -7 shares

    0.55% of the 13F portfolio, value $676,406.

    13F-HR 0002095682-26-000002 filed by WJ Financial 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 2,326 shares
    Change vs previous 13F -23 shares

    0.6% of the 13F portfolio, value $674,680.

    13F-HR 0002095682-26-000001 filed by WJ Financial 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 2,349 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $655,888.

    13F-HR 0002095682-25-000001 filed by WJ Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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