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Trellis Wealth Advisors LLC: VONG position timeline

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

Trellis Wealth Advisors LLC held 1,775 VONG 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 1,775 shares
    Change vs previous 13F +1,775 shares

    0.08% of the 13F portfolio, value $226,915.

    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 0 shares
    Change vs previous 13F -1,771 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.

  3. period ended2025-12-31
    13F 1,771 shares
    Change vs previous 13F +2 shares

    0.08% of the 13F portfolio, value $215,599.

    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 1,769 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $213,147.

    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).