Trevian Wealth Management LLC: IEMG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trevian Wealth Management LLC on IEMG, newest first. How the timeline and the estimate are built.
Trevian Wealth Management LLC held 46,983 IEMG shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 46,983 sharesChange vs previous 13F -490 shares
1.66% of the 13F portfolio, value $3,892,178.
13F-HR 0001901929-26-000003 filed by Trevian Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 47,473 sharesChange vs previous 13F +1,453 shares
1.63% of the 13F portfolio, value $3,311,361.
13F-HR 0001901929-26-000002 filed by Trevian Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 46,020 sharesChange vs previous 13F +12,953 shares
1.47% of the 13F portfolio, value $3,093,568.
13F-HR 0001901929-26-000001 filed by Trevian Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 33,067 sharesChange vs previous 13F +3,684 shares
1.17% of the 13F portfolio, value $2,179,911.
13F-HR 0001901929-25-000006 filed by Trevian Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 29,383 sharesChange vs previous 13F not available
1.08% of the 13F portfolio, value $1,764,000.
13F-HR 0001901929-25-000004 filed by Trevian Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).