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Trellis Wealth Advisors’s Smartbird Inc BIRD Stock Holding History

Trellis Wealth Advisors’s Portfolio BIRD Stock Details BIRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-10,687
Closed -$32.2K – 50
2026
Q1 		$32.2K Buy
+10,687
New +$37.2K 0.01% 46

Other funds holding BIRD

FF
Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trellis Wealth Advisors's BIRD Position: Q2 2026 in Review

Trellis Wealth Advisors sold out of Smartbird Inc (BIRD) in Q2 2026, closing a stake of 10,687 shares — an estimated $32.2K sold.

Trellis Wealth Advisors first reported a position in BIRD in Q1 2026 and held it in 1 quarter. The position peaked at $32.2K in Q1 2026. 3 funds tracked by Wall St. Rank hold BIRD as of Q2 2026.

  • Trellis Wealth Advisors reported no remaining Smartbird Inc position as of Q2 2026 after selling out during the quarter.
  • Trellis Wealth Advisors sold 10,687 Smartbird Inc shares in Q2 2026, an estimated $32.2K.
  • Trellis Wealth Advisors first reported a position in Smartbird Inc in Q1 2026 and held it in 1 quarter.
  • Trellis Wealth Advisors's Smartbird Inc position peaked at $32.2K in Q1 2026.
  • 3 funds tracked by Wall St. Rank held Smartbird Inc as of Q2 2026.

Based on Trellis Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.