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Trellis Wealth Advisors LLC: SPY position timeline

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

Trellis Wealth Advisors LLC held 0 SPY shares at 2026-03-31 per its 13F-HR filed 2026-04-15.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -1,603 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 1,603 shares
    Change vs previous 13F +147 shares

    0.43% of the 13F portfolio, value $1,093,118.

    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).

  3. period ended2025-09-30
    13F 1,456 shares
    Change vs previous 13F -8 shares

    0.39% of the 13F portfolio, value $969,959.

    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).

  4. period ended2025-06-30
    13F 1,464 shares
    Change vs previous 13F -255 shares

    0.39% of the 13F portfolio, value $904,533.

    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).

  5. period ended2025-03-31
    13F 1,719 shares
    Change vs previous 13F +1,163 shares

    0.47% of the 13F portfolio, value $961,592.

    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).

  6. period ended2024-12-31
    13F 556 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $325,861.

    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).

  7. period ended2024-09-30
    13F 556 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $319,011.

    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).