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Disclosery

Spire Wealth Management: TRV position timeline

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

Spire Wealth Management held 8,607 TRV shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,607 shares
    Change vs previous 13F +473 shares

    0.09% of the 13F portfolio, value $2,841,860.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    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 8,134 shares
    Change vs previous 13F +12 shares

    0.08% of the 13F portfolio, value $2,372,461.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    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 8,122 shares
    Change vs previous 13F -773 shares

    0.08% of the 13F portfolio, value $2,355,769.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    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 8,895 shares
    Change vs previous 13F +2,119 shares

    0.08% of the 13F portfolio, value $2,483,712.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    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 6,776 shares
    Change vs previous 13F +4,320 shares

    0.06% of the 13F portfolio, value $1,791,687.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    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 2,456 shares
    Change vs previous 13F -23,624 shares

    0.02% of the 13F portfolio, value $649,446.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    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 26,080 shares
    Change vs previous 13F +20,615 shares

    0.14% of the 13F portfolio, value $4,480,078.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    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 5,465 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,217,165.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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