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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001172661-24-000286
Filing Date
2024-01-19
Accepted
2024-01-19 16:42:00
Documents
2
Period of Report
2023-12-31
Effectiveness Date
2024-01-19

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 16662
  Complete submission text file 0001172661-24-000286.txt   20088
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)

IRS No.: 272665883 | State of Incorp.: CA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-23337 | Film No.: 24546154