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Trellis Wealth Advisors LLC: AVUS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trellis Wealth Advisors LLC on AVUS, newest first. How the timeline and the estimate are built.

Trellis Wealth Advisors LLC held 205,672 AVUS 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 205,672 shares
    Change vs previous 13F -74 shares

    9.04% of the 13F portfolio, value $26,342,411.

    13F-HR 0001172661-26-002620 filed by Trellis Wealth Advisors LLC
    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 205,746 shares
    Change vs previous 13F -445 shares

    8.71% of the 13F portfolio, value $22,874,893.

    13F-HR 0001172661-26-001493 filed by Trellis Wealth Advisors LLC
    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 206,191 shares
    Change vs previous 13F -9,980 shares

    9.01% of the 13F portfolio, value $23,048,069.

    13F-HR 0001172661-26-000309 filed by Trellis Wealth Advisors LLC
    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 216,171 shares
    Change vs previous 13F -3,350 shares

    9.56% of the 13F portfolio, value $23,497,784.

    13F-HR 0001172661-25-004519 filed by Trellis Wealth Advisors LLC
    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 219,521 shares
    Change vs previous 13F -268 shares

    9.63% of the 13F portfolio, value $22,132,097.

    13F-HR 0001172661-25-002659 filed by Trellis Wealth Advisors LLC
    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 219,789 shares
    Change vs previous 13F -6,248 shares

    9.85% of the 13F portfolio, value $20,304,062.

    13F-HR 0001172661-25-001541 filed by Trellis Wealth Advisors LLC
    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 226,037 shares
    Change vs previous 13F +2,098 shares

    11.02% of the 13F portfolio, value $21,909,721.

    13F-HR 0001172661-25-000476 filed by Trellis Wealth Advisors LLC
    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 223,939 shares
    Change vs previous 13F not available

    10.67% of the 13F portfolio, value $21,307,799.

    13F-HR 0001172661-24-004322 filed by Trellis Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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