Created by potrace 1.16, written by Peter Selinger 2001-2019
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Trellis Wealth Advisors LLC
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Created by potrace 1.16, written by Peter Selinger 2001-2019
beatandraise.com
Created by potrace 1.16, written by Peter Selinger 2001-2019
beatandraise.com
beta
Latest Financials
Filings:
Category
Date
Search Filings
Institutional Holders
beta
Earnings Transcripts
beta
Global Search
SEC Edgar
Trellis Wealth Advisors LLC
Support
about
terms
Created by potrace 1.16, written by Peter Selinger 2001-2019
beatandraise.com
beta
Latest Financials
Filings:
Category
Date
Search Filings
Institutional Holders
beta
Earnings Transcripts
beta
Global Search
SEC Edgar
Trellis Wealth Advisors LLC
Support
about
terms
Trellis Wealth Advisors LLC
CIK:
0001989031
|
SEC Filings
PROXIES
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
2026-08-13
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
2025-07-24
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
2024-08-23
OWNERSHIP
13F-HR
none
2026-07-15
13F-HR
none
2026-04-15
13F-HR
none
2026-01-26
13F-HR
none
2025-10-30
13F-HR
none
2025-07-21
13F-HR
none
2025-04-23
13F-HR
none
2025-02-03
13F-HR
none
2024-10-21
13F-HR
none
2024-07-30
13F-HR
none
2024-04-22
13F-HR
none
2024-01-19
13F-HR
none
2023-10-23
13F-HR
none
2023-08-10
13F-HR
none
2023-08-10
13F-HR
none
2023-08-10