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Disclosery

Trajan Wealth LLC: AVIG position timeline

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

Trajan Wealth LLC held 204,416 AVIG 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 204,416 shares
    Change vs previous 13F +18,650 shares

    0.32% of the 13F portfolio, value $8,464,867.

    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 185,766 shares
    Change vs previous 13F +13,836 shares

    0.31% of the 13F portfolio, value $7,716,720.

    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 171,930 shares
    Change vs previous 13F -2,179 shares

    0.3% of the 13F portfolio, value $7,207,822.

    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 174,109 shares
    Change vs previous 13F -5,166 shares

    0.32% of the 13F portfolio, value $7,326,507.

    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 179,275 shares
    Change vs previous 13F -3,514 shares

    0.36% of the 13F portfolio, value $7,461,426.

    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 182,789 shares
    Change vs previous 13F +75,801 shares

    0.41% of the 13F portfolio, value $7,565,637.

    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 106,988 shares
    Change vs previous 13F +1,191 shares

    0.24% of the 13F portfolio, value $4,340,503.

    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 105,797 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,497,430.

    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).