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Trellis Wealth Advisors LLC: VTI position timeline

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

Trellis Wealth Advisors LLC held 84,658 VTI 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 84,658 shares
    Change vs previous 13F -48 shares

    10.75% of the 13F portfolio, value $31,326,987.

    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 84,706 shares
    Change vs previous 13F -357 shares

    10.34% of the 13F portfolio, value $27,174,610.

    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 85,063 shares
    Change vs previous 13F -354 shares

    11.15% of the 13F portfolio, value $28,519,047.

    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 85,417 shares
    Change vs previous 13F -1,072 shares

    11.41% of the 13F portfolio, value $28,031,251.

    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 86,489 shares
    Change vs previous 13F -238 shares

    11.44% of the 13F portfolio, value $26,286,684.

    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 86,727 shares
    Change vs previous 13F -9,487 shares

    11.57% of the 13F portfolio, value $23,836,020.

    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 96,214 shares
    Change vs previous 13F -407 shares

    14.02% of the 13F portfolio, value $27,883,716.

    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 96,621 shares
    Change vs previous 13F not available

    13.7% of the 13F portfolio, value $27,359,282.

    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).