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Michael A. Dubis Financial Planning, LLC

SEC CIK
0002052271
Latest filing
Apr 15, 2025

TRV holding history

Travelers Companies, Inc. in every 13F filed by Michael A. Dubis Financial Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TRV overviewAll 13F holders of TRVFull Q1 2025 holdings

Shares (Q1 2025)
2,222
Value
$587.7K
% of portfolio
0.6%
Quarters held
2
Since Q4 2024
Holdings of TRV by Michael A. Dubis Financial Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20252,222$587.7K0.6%00.0%UnchangedHolders
Q4 20242,222$535.0K0.5%–No prior filingHolders