PORTX
Trillium ESG Global Equity Fund Investor
Listed by 1 member on their latest annual reports (2 rows: one member can hold it in several accounts or through a spouse).
Each row is as of the date its report was filed, not live, and links to the page of the filing it came from.
Sorted by the lower bound of the disclosed value band, largest band first, then by member.
| Member | Owner | As printed on the filing | Value band | As of |
|---|---|---|---|---|
| Becca Balint VT | Spouse | Elizabeth Wohl IRA ⇒ Trillium ESG Global Equity Fund Investor (PORTX) MF | $50,001 - $100,000 | April 30, 2026 filing 10075825, p. 5 |
| Becca Balint VT | Joint | Balint & Wohl- Joint WROS ⇒ Trillium ESG Global Equity Fund Investor (PORTX) MF | $15,001 - $50,000 | April 30, 2026 filing 10075825, p. 2 |
How the count is made: see Most held.