Trevian Wealth Management LLC
SEC Filing List

CIK: 0001901929
Form Description Owner/Filer Filing Agent Date Actions
13F-HRInitial Quarterly Form 13F Holdings Repo...04/21/2026
13F-HRInitial Quarterly Form 13F Holdings Repo...02/05/2026
13F-HRInitial Quarterly Form 13F Holdings Repo...10/23/2025
N-PXAnnual Report of Proxy Voting Record of ...Trevian Wealth Management LLC /fa08/08/2025
13F-HRInitial Quarterly Form 13F Holdings Repo...Trevian Wealth Management LLC /fa07/24/2025
13F-HRInitial Quarterly Form 13F Holdings Repo...Trevian Wealth Management LLC /fa04/17/2025
13F-HRInitial Quarterly Form 13F Holdings Repo...Trevian Wealth Management LLC /fa01/23/2025
13F-HRInitial Quarterly Form 13F Holdings Repo...Trevian Wealth Management LLC /fa10/09/2024
N-PXAnnual Report of Proxy Voting Record of ...Trevian Wealth Management LLC /fa10/02/2024
13F-HRInitial Quarterly Form 13F Holdings Repo...07/15/2024
No record found.
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