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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

  1. period ended2026-06-30
    13F 46,983 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 47,473 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 46,020 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 33,067 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 29,383 shares
    Change 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), ingested

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