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Trevian Wealth Management LLC: NBN position timeline

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

Trevian Wealth Management LLC held 140,459 NBN 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 140,459 shares
    Change vs previous 13F -126 shares

    7.93% of the 13F portfolio, value $18,615,169.

    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 140,585 shares
    Change vs previous 13F +2 shares

    7.8% of the 13F portfolio, value $15,797,925.

    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 140,583 shares
    Change vs previous 13F -9,549 shares

    6.93% of the 13F portfolio, value $14,611,035.

    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 150,132 shares
    Change vs previous 13F -3,388 shares

    8.07% of the 13F portfolio, value $15,037,386.

    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 153,520 shares
    Change vs previous 13F +4 shares

    8.33% of the 13F portfolio, value $13,662,000.

    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 153,516 shares
    Change vs previous 13F +1,665 shares

    10.01% of the 13F portfolio, value $14,053,000.

    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 151,851 shares
    Change vs previous 13F -2,680 shares

    10.27% of the 13F portfolio, value $13,929,000.

    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 154,531 shares
    Change vs previous 13F not available

    9.77% of the 13F portfolio, value $11,919,000.

    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).