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Trevian Wealth Management LLC: GOOG position timeline

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

Trevian Wealth Management LLC held 11,502 GOOG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,502 shares
    Change vs previous 13F +82 shares

    1.73% of the 13F portfolio, value $4,063,983.

    13F-HR 0001901929-26-000003 filed by Trevian Wealth Management 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 11,420 shares
    Change vs previous 13F -31 shares

    1.62% of the 13F portfolio, value $3,275,897.

    13F-HR 0001901929-26-000002 filed by Trevian Wealth Management 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 11,451 shares
    Change vs previous 13F +39 shares

    1.7% of the 13F portfolio, value $3,593,242.

    13F-HR 0001901929-26-000001 filed by Trevian Wealth Management 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 11,412 shares
    Change vs previous 13F +2,300 shares

    1.49% of the 13F portfolio, value $2,779,446.

    13F-HR 0001901929-25-000006 filed by Trevian Wealth Management 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 9,112 shares
    Change vs previous 13F +849 shares

    0.99% of the 13F portfolio, value $1,616,000.

    13F-HR 0001901929-25-000004 filed by Trevian Wealth Management 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 8,263 shares
    Change vs previous 13F -341 shares

    0.92% of the 13F portfolio, value $1,291,000.

    13F-HR 0001901929-25-000003 filed by Trevian Wealth Management 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 8,604 shares
    Change vs previous 13F -2,175 shares

    1.21% of the 13F portfolio, value $1,639,000.

    13F-HR 0001901929-25-000001 filed by Trevian Wealth Management 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 10,779 shares
    Change vs previous 13F not available

    1.48% of the 13F portfolio, value $1,802,000.

    13F-HR 0001901929-24-000006 filed by Trevian Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).