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Trellis Wealth Advisors LLC: DFSU position timeline

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

Trellis Wealth Advisors LLC held 38,980 DFSU 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 38,980 shares
    Change vs previous 13F -51 shares

    0.62% of the 13F portfolio, value $1,817,636.

    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 39,031 shares
    Change vs previous 13F -11,980 shares

    0.61% of the 13F portfolio, value $1,603,775.

    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 51,011 shares
    Change vs previous 13F +3 shares

    0.87% of the 13F portfolio, value $2,215,402.

    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 51,008 shares
    Change vs previous 13F -4,991 shares

    0.88% of the 13F portfolio, value $2,166,438.

    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 55,999 shares
    Change vs previous 13F -194 shares

    0.96% of the 13F portfolio, value $2,197,953.

    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 56,193 shares
    Change vs previous 13F +200 shares

    0.98% of the 13F portfolio, value $2,012,273.

    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 55,993 shares
    Change vs previous 13F -4,650 shares

    1.07% of the 13F portfolio, value $2,122,131.

    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 60,643 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $2,254,693.

    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).