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Trellis Wealth Advisors LLC: VWO position timeline

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

Trellis Wealth Advisors LLC held 0 VWO 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 -4,600 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 4,600 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $247,296.

    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 4,600 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $249,228.

    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 4,600 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $227,516.

    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 4,600 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $208,196.

    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).