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Disclosery

Trevian Wealth Management LLC: VWO position timeline

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

Trevian Wealth Management LLC held 110,175 VWO 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 110,175 shares
    Change vs previous 13F +2,434 shares

    2.8% of the 13F portfolio, value $6,576,481.

    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 107,741 shares
    Change vs previous 13F +1,397 shares

    2.87% of the 13F portfolio, value $5,823,339.

    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 106,344 shares
    Change vs previous 13F +2,223 shares

    2.71% of the 13F portfolio, value $5,716,931.

    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 104,121 shares
    Change vs previous 13F +1,770 shares

    3.03% of the 13F portfolio, value $5,641,156.

    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 102,351 shares
    Change vs previous 13F -20,841 shares

    3.09% of the 13F portfolio, value $5,062,000.

    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 123,192 shares
    Change vs previous 13F +8,270 shares

    3.97% of the 13F portfolio, value $5,576,000.

    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 114,922 shares
    Change vs previous 13F +16,794 shares

    3.73% of the 13F portfolio, value $5,061,000.

    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 98,128 shares
    Change vs previous 13F not available

    3.85% of the 13F portfolio, value $4,695,000.

    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).