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Trellis Wealth Advisors LLC

Position in BIRD — Smartbird, Inc.

CIK 1989031 San Luis Obispo, CA

Position in BIRD

as of Mar 31, 2026 · filed Apr 15, 2026
Position Value
$32,167
New position
Shares Held
10,687
first reported quarter
Ownership
0.090%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority Sole 100% Shared 0% None 0%

Position in Software - Infrastructure

Technology · as of Jun 30, 2026

Trellis Wealth Advisors LLC holds $1,481,155 across 2 Software - Infrastructure names.

# Ticker Company Shares Value (USD) Open

All Filings in BIRD

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-03-31 $32,167 10,687