Skip to content
Disclosery

Trellis Wealth Advisors LLC: EBI position timeline

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

Trellis Wealth Advisors LLC held 167,405 EBI 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 167,405 shares
    Change vs previous 13F -217 shares

    3.73% of the 13F portfolio, value $10,873,081.

    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 167,622 shares
    Change vs previous 13F 0 shares

    3.69% of the 13F portfolio, value $9,698,785.

    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 167,622 shares
    Change vs previous 13F 0 shares

    3.71% of the 13F portfolio, value $9,484,615.

    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 167,622 shares
    Change vs previous 13F 0 shares

    3.74% of the 13F portfolio, value $9,194,444.

    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 167,622 shares
    Change vs previous 13F -24,311 shares

    3.71% of the 13F portfolio, value $8,528,615.

    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 191,933 shares
    Change vs previous 13F not available

    4.41% of the 13F portfolio, value $9,080,645.

    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).