Trellis Advisors, LLC Info

Trellis Advisors, LLC info

Trellis Advisors, LLC (SEC CIK 1722638) first filed with the SEC on 2018-01-12 (Form 13F-HR) and has filed 27 times since, including 25 Form 13F-HR quarterly holdings reports. It is organized in WA and registered at 301 W. UMPTANUM RD, SUITE 5, ELLENSBURG, WA, 98926.

Name: Value Trellis Advisors, LLC.
SEC CIK: Value 1722638.
State of organization: Value WA.
Business address: Value 301 W. UMPTANUM RD, SUITE 5, ELLENSBURG, WA, 98926.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

Field	Value
Name	Trellis Advisors, LLC
SEC CIK	1722638
State of organization	WA
Business address	301 W. UMPTANUM RD, SUITE 5, ELLENSBURG, WA, 98926
Mailing address	301 W. UMPTANUM RD, SUITE 5, ELLENSBURG, WA, 98926
Phone	2065226111
Fiscal year end	December 31
Former names	None filed

SEC Filing History

Field	Value
First SEC filing	2018-01-12 (Form 13F-HR)
Latest SEC filing	2024-01-16 (Form 13F-HR)
Filings on EDGAR	27
First Form 13F-HR	2018-01-12 (quarter ended 2017-12-31)
Latest Form 13F-HR	2024-01-16 (quarter ended 2023-12-31)
Form 13F-HR filings	25

Filings by Form

Form	Filings	Latest
13F-HR	25	2024-01-16
13F-HR/A	2	2019-03-13

Filings by Year

Year	Filings	Form 13F-HR
2024	1	1
2023	4	4
2022	4	4
2021	4	4
2020	4	4
2019	6	4
2018	4	4

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