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Trellis Wealth Advisors LLC: DFAC position timeline

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

Trellis Wealth Advisors LLC held 973,802 DFAC 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 973,802 shares
    Change vs previous 13F -8,898 shares

    14.83% of the 13F portfolio, value $43,197,865.

    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 982,700 shares
    Change vs previous 13F +26,950 shares

    14.53% of the 13F portfolio, value $38,187,723.

    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 955,750 shares
    Change vs previous 13F -61,354 shares

    14.8% of the 13F portfolio, value $37,838,153.

    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 1,017,104 shares
    Change vs previous 13F -4,127 shares

    15.97% of the 13F portfolio, value $39,229,704.

    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 1,021,231 shares
    Change vs previous 13F +33,733 shares

    15.93% of the 13F portfolio, value $36,600,933.

    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 987,498 shares
    Change vs previous 13F -27,813 shares

    15.81% of the 13F portfolio, value $32,577,575.

    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 1,015,311 shares
    Change vs previous 13F +14,841 shares

    17.66% of the 13F portfolio, value $35,119,612.

    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 1,000,470 shares
    Change vs previous 13F not available

    17.17% of the 13F portfolio, value $34,306,106.

    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).