Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001172661-25-001541
Filing Date
2025-04-23
Accepted
2025-04-23 17:14:32
Documents
2
Period of Report
2025-03-31
Effectiveness Date
2025-04-23

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2177
2 infotable.html INFORMATION TABLE  
2 infotable.xml INFORMATION TABLE 16778
  Complete submission text file 0001172661-25-001541.txt   20197
Mailing Address 1135 SANTA ROSA STREET SUITE 310 SAN LUIS OBISPO CA 93401
Business Address 1135 SANTA ROSA STREET SUITE 310 SAN LUIS OBISPO CA 93401 805-548-8920
Trellis Wealth Advisors LLC (Filer) CIK: 0001989031 (see all company filings)

EIN.: 272665883 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-23337 | Film No.: 25862441