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Trellis Wealth Advisors LLC

SEC CIK
0001989031
Latest filing
Jul 15, 2026

OWL holding history

Blue Owl Capital Inc. in every 13F filed by Trellis Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

OWL overviewAll 13F holders of OWLFull Q2 2026 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q4 2023
Holdings of OWL by Trellis Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−12,814−100.0%Sold outHolders
Q4 202312,814$190.9K0.1%+12,814NewHolders