Trellis Wealth Advisors LLC SEC EDGAR Filings (CIK 0001989031)

SEC EDGAR filings, ownership reports, and insider transactions for Trellis Wealth Advisors LLC.

Business address
1135 Santa Rosa Street, Suite 310, San Luis Obispo, CA, 93401
Top securities (13F)
DFAX, DFAC, VTI, AVUS, AVDE, BSV, BND, EBI, VXUS, VCSH, AVEM, VOO, AVSU, DFSU, DFSI, AVSD, VT, BNDX, MSFT, and AAPL
State of incorporation
CA
Fiscal year end
31 December
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Trellis Wealth Advisors LLC has filed 14 SEC EDGAR filings since 10 Aug 2023

Latest Filings

Recent SEC filings for Trellis Wealth Advisors LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Oct 2025 30 Sep 2025 028-23337
N-PX Open N-PX document View SEC filing for N-PX 24 Jul 2025 30 Jun 2025 028-23337
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Jul 2025 30 Jun 2025 028-23337
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Apr 2025 31 Mar 2025 028-23337
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Feb 2025 31 Dec 2024 028-23337
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Oct 2024 30 Sep 2024 028-23337
N-PX Open N-PX document View SEC filing for N-PX 23 Aug 2024 30 Jun 2024 028-23337
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Jul 2024 30 Jun 2024 028-23337
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Apr 2024 31 Mar 2024 028-23337
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Jan 2024 31 Dec 2023 028-23337
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Oct 2023 30 Sep 2023 028-23337
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Aug 2023 31 Mar 2023 028-23337
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Aug 2023 31 Dec 2022 028-23337
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Aug 2023 30 Jun 2023 028-23337

About this filer

Trellis Wealth Advisors LLC files with the SEC under CIK 0001989031. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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