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Disclosery

Trajan Wealth LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trajan Wealth LLC on AAPL, newest first. How the timeline and the estimate are built.

Trajan Wealth LLC held 234,496 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 234,496 shares
    Change vs previous 13F -26,626 shares

    2.56% of the 13F portfolio, value $67,853,810.

    13F-HR 0001934415-26-000005 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 261,122 shares
    Change vs previous 13F -7,885 shares

    2.68% of the 13F portfolio, value $66,270,090.

    13F-HR 0001934415-26-000004 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 269,007 shares
    Change vs previous 13F -2,172 shares

    3.05% of the 13F portfolio, value $73,132,310.

    13F-HR 0001934415-26-000001 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 271,179 shares
    Change vs previous 13F +24,892 shares

    2.98% of the 13F portfolio, value $69,050,242.

    13F-HR 0001934415-25-000005 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 246,287 shares
    Change vs previous 13F +30,902 shares

    2.47% of the 13F portfolio, value $50,530,630.

    13F-HR 0001934415-25-000004 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 215,385 shares
    Change vs previous 13F +5,616 shares

    2.61% of the 13F portfolio, value $47,843,465.

    13F-HR 0001085146-25-002998 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 209,769 shares
    Change vs previous 13F +17,849 shares

    2.91% of the 13F portfolio, value $52,530,468.

    13F-HR 0001934415-25-000002 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 191,920 shares
    Change vs previous 13F not available

    2.64% of the 13F portfolio, value $44,717,390.

    13F-HR 0001934415-24-000006 filed by Trajan Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).