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Disclosery

Trevian Wealth Management LLC: TOST position timeline

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

Trevian Wealth Management LLC held 17,477 TOST 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 17,477 shares
    Change vs previous 13F 0 shares

    0.21% of the 13F portfolio, value $486,210.

    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 17,477 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $463,315.

    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 17,477 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $620,608.

    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 17,477 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $638,085.

    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 17,477 shares
    Change vs previous 13F -5,800 shares

    0.47% of the 13F portfolio, value $774,000.

    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 23,277 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $772,000.

    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 23,277 shares
    Change vs previous 13F -26,100 shares

    0.63% of the 13F portfolio, value $848,000.

    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 49,377 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $1,398,000.

    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).