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Disclosery

Trajan Wealth LLC: APD position timeline

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

Trajan Wealth LLC held 30,326 APD 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 30,326 shares
    Change vs previous 13F +9,933 shares

    0.34% of the 13F portfolio, value $8,890,977.

    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 20,393 shares
    Change vs previous 13F +1,641 shares

    0.24% of the 13F portfolio, value $5,923,871.

    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 18,752 shares
    Change vs previous 13F +992 shares

    0.19% of the 13F portfolio, value $4,632,207.

    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 17,760 shares
    Change vs previous 13F +7 shares

    0.21% of the 13F portfolio, value $4,843,569.

    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 17,753 shares
    Change vs previous 13F +372 shares

    0.24% of the 13F portfolio, value $5,007,444.

    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 17,381 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $5,126,005.

    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).