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Trellis Wealth Advisors LLC: BSV position timeline

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

Trellis Wealth Advisors LLC held 287,328 BSV 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 287,328 shares
    Change vs previous 13F +19,246 shares

    7.68% of the 13F portfolio, value $22,385,703.

    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 268,082 shares
    Change vs previous 13F +19,933 shares

    8% of the 13F portfolio, value $21,020,301.

    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 248,149 shares
    Change vs previous 13F +45,692 shares

    7.65% of the 13F portfolio, value $19,556,661.

    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 202,457 shares
    Change vs previous 13F +29,454 shares

    6.5% of the 13F portfolio, value $15,975,861.

    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 173,003 shares
    Change vs previous 13F +2,256 shares

    5.93% of the 13F portfolio, value $13,615,345.

    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 170,747 shares
    Change vs previous 13F +913 shares

    6.49% of the 13F portfolio, value $13,366,095.

    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 169,834 shares
    Change vs previous 13F +14,849 shares

    6.6% of the 13F portfolio, value $13,123,067.

    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 154,985 shares
    Change vs previous 13F not available

    6.11% of the 13F portfolio, value $12,195,732.

    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).