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Trellis Wealth Advisors LLC: DFAX position timeline

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

Trellis Wealth Advisors LLC held 1,596,426 DFAX 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 1,596,426 shares
    Change vs previous 13F -24,846 shares

    20.19% of the 13F portfolio, value $58,812,320.

    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 1,621,272 shares
    Change vs previous 13F +31,559 shares

    20.96% of the 13F portfolio, value $55,074,611.

    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 1,589,713 shares
    Change vs previous 13F -53,090 shares

    20.35% of the 13F portfolio, value $52,031,314.

    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 1,642,803 shares
    Change vs previous 13F -14,816 shares

    20.98% of the 13F portfolio, value $51,551,151.

    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 1,657,619 shares
    Change vs previous 13F +101,964 shares

    21.19% of the 13F portfolio, value $48,684,274.

    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 1,555,655 shares
    Change vs previous 13F +5,680 shares

    19.78% of the 13F portfolio, value $40,758,164.

    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 1,549,975 shares
    Change vs previous 13F +29,568 shares

    19.38% of the 13F portfolio, value $38,532,367.

    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 1,520,407 shares
    Change vs previous 13F not available

    20.56% of the 13F portfolio, value $41,066,184.

    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).