TRB Wealth Management, LLC
Position in CLOV — Clover Health Investments, Corp. /De
CIK 2130988
HOUSTON, TX
Position in CLOV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$72,128
+$47,902 QoQ
Shares Held
13,765
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#147
of 223 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CLOV Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026TRB Wealth Management, LLC holds $2,044,452 across 4 Healthcare Plans names. CLOV ranks #4 (3.5% of the industry book) .
All Filings in CLOV
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,128 | 13,765 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $24,226 | 13,765 | Shares | Other | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||