Trellis Wealth Advisors LLC
CIK 1989031 · operating company. SEC filings, financial statements, 10-K sections, 8-K items and insider trades for Trellis Wealth Advisors LLC.
Recent SEC filings
| Filed | Form | Accession number |
|---|---|---|
| Aug 13, 2026 | N-PX | 0001172661-26-003395 |
| Jul 15, 2026 | 13F-HR | 0001172661-26-002620 |
| Apr 15, 2026 | 13F-HR | 0001172661-26-001493 |
| Jan 26, 2026 | 13F-HR | 0001172661-26-000309 |
| Oct 30, 2025 | 13F-HR | 0001172661-25-004519 |
| Jul 24, 2025 | N-PX | 0001172661-25-002705 |
| Jul 21, 2025 | 13F-HR | 0001172661-25-002659 |
| Apr 23, 2025 | 13F-HR | 0001172661-25-001541 |
| Feb 3, 2025 | 13F-HR | 0001172661-25-000476 |
| Oct 21, 2024 | 13F-HR | 0001172661-24-004322 |
| Aug 23, 2024 | N-PX | 0001172661-24-003682 |
| Jul 30, 2024 | 13F-HR | 0001172661-24-002983 |
| Apr 22, 2024 | 13F-HR | 0001172661-24-001912 |
| Jan 19, 2024 | 13F-HR | 0001172661-24-000286 |
| Oct 23, 2023 | 13F-HR | 0001172661-23-003476 |
| Aug 10, 2023 | 13F-HR | 0001172661-23-002878 |
| Aug 10, 2023 | 13F-HR | 0001172661-23-002859 |
| Aug 10, 2023 | 13F-HR | 0001172661-23-002879 |