Trevian Wealth Management LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Weston, MA
CIK
0001901929
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 30 108,936 13F-HR 10/30/2023 000176794023000005 Trevian Wealth Management LLC
Q2 2023 13 12,537 13F-HR 7/19/2023 000190192923000003 Trevian Wealth Management LLC
Q1 2023 33 106,916 13F-HR 4/14/2023 000190192923000002 Trevian Wealth Management LLC
Q4 2022 34 91,462 13F-HR 1/30/2023 000190192923000001 Trevian Wealth Management LLC
Q3 2022 35 88,601 13F-HR 10/24/2022 000190192922000004 Trevian Wealth Management LLC
Q2 2022 34 92,122 13F-HR 7/25/2022 000190192922000003 Trevian Wealth Management LLC
Q1 2022 40 103,307 13F-HR 5/3/2022 000190192922000002 Trevian Wealth Management LLC
Q4 2021 41 104,260 13F-HR 1/31/2022 000190192922000001 Trevian Wealth Management LLC