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Trellis Wealth Advisors LLC: DFSI position timeline

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

Trellis Wealth Advisors LLC held 39,093 DFSI 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 39,093 shares
    Change vs previous 13F +159 shares

    0.61% of the 13F portfolio, value $1,763,097.

    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 38,934 shares
    Change vs previous 13F -9,020 shares

    0.63% of the 13F portfolio, value $1,650,795.

    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 47,954 shares
    Change vs previous 13F -17 shares

    0.8% of the 13F portfolio, value $2,054,597.

    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 47,971 shares
    Change vs previous 13F -2,713 shares

    0.8% of the 13F portfolio, value $1,964,420.

    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 50,684 shares
    Change vs previous 13F +554 shares

    0.87% of the 13F portfolio, value $1,997,442.

    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 50,130 shares
    Change vs previous 13F +186 shares

    0.85% of the 13F portfolio, value $1,749,031.

    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 49,944 shares
    Change vs previous 13F -3,154 shares

    0.83% of the 13F portfolio, value $1,640,649.

    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 53,098 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $1,897,458.

    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).