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Livermore
Livermore
ZHEN

Schneider Downs Wealth Management Advisors, LP

SEC CIK
0001665359
Latest filing
Aug 5, 2026

TRS holding history

Trimas Corp in every 13F filed by Schneider Downs Wealth Management Advisors, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TRS overviewAll 13F holders of TRSFull Q2 2026 holdings

Shares (Q2 2026)
18,474
Value
$831.9K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of TRS by Schneider Downs Wealth Management Advisors, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202618,474$831.9K0.1%00.0%UnchangedHolders
Q1 202618,474$664.0K0.1%00.0%UnchangedHolders
Q4 202518,474$654.9K0.1%00.0%UnchangedHolders
Q3 202518,474$713.8K0.1%00.0%UnchangedHolders
Q2 202518,474$528.5K0.1%00.0%UnchangedHolders
Q1 202518,474$432.8K0.1%00.0%UnchangedHolders
Q4 202418,474$454.3K0.1%00.0%UnchangedHolders
Q3 202418,474$471.6K0.1%00.0%UnchangedHolders
Q2 202418,474$472.2K0.1%00.0%UnchangedHolders
Q1 202418,474$493.8K0.1%−4,266−18.8%ReducedHolders
Q4 202322,740$576.0K0.1%00.0%UnchangedHolders
Q3 202322,740$563.0K0.1%00.0%UnchangedHolders
Q2 202322,740$625.1K0.1%−4,260−15.8%ReducedHolders
Q1 202327,000$752.2K0.2%00.0%UnchangedHolders
Q4 202227,000$749.0K0.2%00.0%UnchangedHolders
Q3 202227,000$677.0K0.2%−550−2.0%ReducedHolders
Q2 202227,550$763.0K0.2%00.0%UnchangedHolders
Q1 202227,550$884.0K0.2%00.0%UnchangedHolders
Q4 202127,550$1.02M0.2%00.0%UnchangedHolders
Q3 202127,550$892.0K0.2%00.0%UnchangedHolders
Q2 202127,550$836.0K0.2%00.0%UnchangedHolders
Q1 202127,550$835.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.