SEC 13F Intelligence

Secured Retirement Advisors, LLC / TRVC

Secured Retirement Advisors, LLC’s Citigroup Inc Position

Does Secured Retirement Advisors, LLC own Citigroup Inc (TRVC)? Yes — 18.8K shares worth $2M (+1.21% of its 13F portfolio) as of Q1 2026, up from 16.3K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
18.8K
% of Portfolio
+1.21%
Quarters Held
8
currently held

Position History TRVC

Reported value by quarter
Q2 ’24: $217,224Q2 ’24Q3 ’24: $207,895Q3 ’24Q4 ’24: $264,596Q4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $1MQ2 ’25Q3 ’25: $2MQ3 ’25Q4 ’25: $2MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202618.8K$2M+1.21%
Q4 202516.3K$2M+1.06%
Q3 202515.7K$2M+0.89%
Q2 202515.3K$1M+0.78%
Q1 202515.4K$1M+0.70%
Q4 20243.8K$264,596+0.15%
Q3 20243.3K$207,895+0.15%
Q2 20243.4K$217,224+0.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Secured Retirement Advisors, LLC’s full portfolio or all institutional holders of TRVC.