Trevian Wealth Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Trevian Wealth Management going back to Jan. 31, 2022
- Trevian Wealth Management 2026 Q1 - filed April 21, 2026 - new!
- Trevian Wealth Management 2025 Q4 - filed Feb. 5, 2026
- Trevian Wealth Management 2025 Q3 - filed Oct. 23, 2025
- Trevian Wealth Management 2025 Q2 - filed July 24, 2025
- Trevian Wealth Management 2025 Q1 - filed April 17, 2025
- Trevian Wealth Management 2024 Q4 - filed Jan. 23, 2025
- Trevian Wealth Management 2024 Q3 - filed Oct. 9, 2024
- Trevian Wealth Management 2024 Q2 - filed July 15, 2024
- Trevian Wealth Management 2024 Q1 - filed April 26, 2024
- Trevian Wealth Management 2023 Q4 - filed Jan. 18, 2024
- Trevian Wealth Management 2023 Q3 - filed Oct. 30, 2023
- Trevian Wealth Management 2023 Q2 - filed July 19, 2023
- Trevian Wealth Management 2023 Q1 - filed April 14, 2023
- Trevian Wealth Management 2022 Q4 - filed Jan. 30, 2023
- Trevian Wealth Management 2022 Q3 - filed Oct. 24, 2022
- Trevian Wealth Management 2022 Q2 - filed July 25, 2022
- Trevian Wealth Management 2022 Q1 - filed May 3, 2022
- Trevian Wealth Management 2021 Q4 - filed Jan. 31, 2022