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Trellis Wealth Advisors LLC: VXUS position timeline

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

Trellis Wealth Advisors LLC held 115,259 VXUS 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 115,259 shares
    Change vs previous 13F -1,021 shares

    3.38% of the 13F portfolio, value $9,853,490.

    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 116,280 shares
    Change vs previous 13F -1,477 shares

    3.41% of the 13F portfolio, value $8,966,372.

    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 117,757 shares
    Change vs previous 13F -255 shares

    3.47% of the 13F portfolio, value $8,883,581.

    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 118,012 shares
    Change vs previous 13F -3,767 shares

    3.53% of the 13F portfolio, value $8,669,169.

    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 121,779 shares
    Change vs previous 13F +152 shares

    3.66% of the 13F portfolio, value $8,413,700.

    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 121,627 shares
    Change vs previous 13F -25,311 shares

    3.67% of the 13F portfolio, value $7,553,009.

    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 146,938 shares
    Change vs previous 13F +624 shares

    4.35% of the 13F portfolio, value $8,659,045.

    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 146,314 shares
    Change vs previous 13F not available

    4.74% of the 13F portfolio, value $9,472,387.

    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).