Intrepid Family Office »

Royce Value Trust shares owned by Intrepid Family Office

Quarter-by-quarter ownership of Royce Value Trust (RVT) shares owned by Intrepid Family Office from 13F filings

Historical chart of Intrepid Family Office investment in Royce Value Trust

Tip: Access up to 7 years of quarterly data

All positions including Royce Value Trust held by Intrepid Family Office consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Royce Value Trust by Intrepid Family Office

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4M 86k 16.13
2025-06-30 $753k 50k 15.05

More positions owned by Intrepid Family Office

Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr 20 Yr Tr Bd Etf Put Option (TLT)
Abrdn Platinum Etf Trust Physcl Platm Shs (PPLT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Adams Express Company (ADX)
Vaneck Etf Trust Junior Gold Mine (GDXJ)
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)
Solar Cap (SLRC)
Listed Fds Tr Horizon Kinetics (INFL)
Shell Spon Ads (SHEL)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Petroleum & Res Corp Com cef (PEO)
Nice Sponsored Adr (NICE)
Ishares Tr Msci India Etf (INDA)

View all positions for Intrepid Family Office

Top funds holding Royce Value Trust

Raymond James Financial
LPL Financial
Wells Fargo & Company
Royal Bank of Canada
Saba Capital Management
Stifel Financial
Janney Montgomery Scott
Cornerstone Advisors
Waterfront Wealth
UBS Group
Rivernorth Capital Management
Blue Bell Private Wealth Management
Lazard Asset Management
Modern Wealth Management
Guggenheim Capital, LLC Managers

View all funds holding Royce Value Trust