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CIK 0001989031 • 6 13F filings • Apr 23, 2025 – Jul 15, 2026
Import this data to Google Sheets with:
=jivedata("trellis-wealth-advisors-llc-0001989031-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001172661-25-004519 |
| $245.7M |
| View |
| Jul 15, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002620 | $291.3M | View |
| Jul 21, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002659 | $229.8M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001493 | $262.8M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001541 | $206.1M | View |