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Trevian Wealth Management LLC: VEA position timeline

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

Trevian Wealth Management LLC held 99,305 VEA 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 99,305 shares
    Change vs previous 13F +2,687 shares

    3.02% of the 13F portfolio, value $7,075,515.

    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 96,618 shares
    Change vs previous 13F +4,812 shares

    3.06% of the 13F portfolio, value $6,191,481.

    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 91,806 shares
    Change vs previous 13F +7,333 shares

    2.72% of the 13F portfolio, value $5,735,044.

    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 84,473 shares
    Change vs previous 13F +1,720 shares

    2.72% of the 13F portfolio, value $5,061,766.

    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 82,753 shares
    Change vs previous 13F -12,201 shares

    2.88% of the 13F portfolio, value $4,718,000.

    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 94,954 shares
    Change vs previous 13F +3,505 shares

    3.44% of the 13F portfolio, value $4,827,000.

    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 91,449 shares
    Change vs previous 13F +7,102 shares

    3.23% of the 13F portfolio, value $4,373,000.

    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 84,347 shares
    Change vs previous 13F not available

    3.65% of the 13F portfolio, value $4,454,000.

    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).