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Focus Partners Wealth: TRV position timeline

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

Focus Partners Wealth held 11,709 TRV shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,709 shares
    Change vs previous 13F -870 shares

    <0.01% of the 13F portfolio, value $3,865,459.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,188 shares
    • Focus Partners Advisor Solutions, LLC: 9,521 shares

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

  2. period ended2026-03-31
    13F 12,579 shares
    Change vs previous 13F -5,851 shares

    <0.01% of the 13F portfolio, value $3,681,458.

    13F-HR 0001868872-26-000003 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,557 shares
    • Focus Partners Advisor Solutions, LLC: 11,022 shares

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

  3. period ended2025-12-31
    13F 18,430 shares
    Change vs previous 13F +4,797 shares

    0.01% of the 13F portfolio, value $5,346,089.

    13F-HR 0001868872-26-000002 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 7,542 shares
    • Focus Partners Advisor Solutions, LLC: 10,888 shares

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

  4. period ended2025-09-30
    13F 13,633 shares
    Change vs previous 13F -2,089 shares

    0.04% of the 13F portfolio, value $3,833,403.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 0 shares
    • Focus Partners Advisor Solutions, LLC: 13,633 shares

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

  5. period ended2025-06-30
    13F 15,722 shares
    Change vs previous 13F -10,952 shares

    0.01% of the 13F portfolio, value $4,205,180.

    13F-HR 0001085146-25-004360 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 6,069 shares
    • Focus Partners Advisor Solutions, LLC: 9,653 shares

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

  6. period ended2025-03-31
    13F/A 26,674 shares
    Change vs previous 13F +4,482 shares

    0.02% of the 13F portfolio, value $7,054,813.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 17,836 shares
    • Focus Partners Advisor Solutions, LLC: 8,838 shares

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

  7. period ended2024-12-31
    13F/A 22,192 shares
    Change vs previous 13F +4,706 shares

    0.01% of the 13F portfolio, value $5,346,235.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 16,455 shares
    • Focus Partners Advisor Solutions, LLC: 5,737 shares

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

  8. period ended2024-09-30
    13F 17,486 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,093,909.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 13,985 shares
    • Focus Partners Advisor Solutions, LLC: 3,501 shares

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