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Disclosery

Trajan Wealth LLC: ADP position timeline

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

Trajan Wealth LLC held 12,259 ADP 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 12,259 shares
    Change vs previous 13F -600 shares

    0.1% of the 13F portfolio, value $2,745,380.

    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 12,859 shares
    Change vs previous 13F -286 shares

    0.11% of the 13F portfolio, value $2,612,647.

    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 13,145 shares
    Change vs previous 13F -270 shares

    0.14% of the 13F portfolio, value $3,381,149.

    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 13,415 shares
    Change vs previous 13F +115 shares

    0.17% of the 13F portfolio, value $3,937,394.

    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 13,300 shares
    Change vs previous 13F +174 shares

    0.2% of the 13F portfolio, value $4,101,799.

    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 13,126 shares
    Change vs previous 13F +837 shares

    0.22% of the 13F portfolio, value $4,010,448.

    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 12,289 shares
    Change vs previous 13F +1,082 shares

    0.2% of the 13F portfolio, value $3,597,398.

    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 11,207 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,101,321.

    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).