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Trellis Wealth Advisors LLC: VCSH position timeline

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

Trellis Wealth Advisors LLC held 121,094 VCSH 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 121,094 shares
    Change vs previous 13F +18,389 shares

    3.29% of the 13F portfolio, value $9,570,022.

    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 102,705 shares
    Change vs previous 13F +6,054 shares

    3.1% of the 13F portfolio, value $8,141,430.

    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 96,651 shares
    Change vs previous 13F +13,194 shares

    3.01% of the 13F portfolio, value $7,706,014.

    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 83,457 shares
    Change vs previous 13F +9,231 shares

    2.71% of the 13F portfolio, value $6,670,692.

    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 74,226 shares
    Change vs previous 13F -593 shares

    2.57% of the 13F portfolio, value $5,900,983.

    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 74,819 shares
    Change vs previous 13F +3,196 shares

    2.87% of the 13F portfolio, value $5,906,216.

    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 71,623 shares
    Change vs previous 13F +1,616 shares

    2.81% of the 13F portfolio, value $5,587,310.

    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 70,007 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $5,559,978.

    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).