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Kestra Advisory Services, LLC: TRV position timeline

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

Kestra Advisory Services, LLC held 66,456 TRV shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,456 shares
    Change vs previous 13F +159 shares

    0.05% of the 13F portfolio, value $21,938,479.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,110 shares
    • Kestra Advisory Services, LLC: 58,837 shares
    • Kestra Investment Management, LLC: 1,509 shares

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

  2. period ended2026-03-31
    13F 66,297 shares
    Change vs previous 13F +4,464 shares

    0.05% of the 13F portfolio, value $19,337,490.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,270 shares
    • Kestra Advisory Services, LLC: 58,429 shares
    • Kestra Investment Management, LLC: 1,598 shares

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

  3. period ended2025-12-31
    13F 61,833 shares
    Change vs previous 13F +17,673 shares

    0.05% of the 13F portfolio, value $17,935,261.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 8,553 shares
    • Kestra Advisory Services, LLC: 50,988 shares
    • Kestra Investment Management, LLC: 2,292 shares

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

  4. period ended2025-09-30
    13F 44,160 shares
    Change vs previous 13F +1,443 shares

    0.04% of the 13F portfolio, value $12,330,386.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,213 shares
    • Kestra Advisory Services, LLC: 35,754 shares
    • Kestra Investment Management, LLC: 2,193 shares

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

  5. period ended2025-06-30
    13F/A 42,717 shares
    Change vs previous 13F -6,450 shares

    0.04% of the 13F portfolio, value $11,428,382.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,853 shares
    • Kestra Advisory Services, LLC: 34,670 shares
    • Kestra Investment Management, LLC: 2,194 shares

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

  6. period ended2025-03-31
    13F/A 49,167 shares
    Change vs previous 13F -170 shares

    0.04% of the 13F portfolio, value $13,002,705.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 9,060 shares
    • Kestra Advisory Services, LLC: 35,259 shares
    • Kestra Investment Management, LLC: 4,848 shares

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

  7. period ended2024-12-31
    13F 49,337 shares
    Change vs previous 13F -7,718 shares

    0.04% of the 13F portfolio, value $11,884,790.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 7,522 shares
    • Kestra Advisory Services, LLC: 37,120 shares
    • Kestra Investment Management, LLC: 4,695 shares

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

  8. period ended2024-09-30
    13F 57,055 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $13,357,774.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 4,889 shares
    • Kestra Advisory Services, LLC: 47,026 shares
    • Kestra Investment Management, LLC: 5,140 shares

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