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Disclosery

Trajan Wealth LLC: AVUS position timeline

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

Trajan Wealth LLC held 152,226 AVUS 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 152,226 shares
    Change vs previous 13F -1,223 shares

    0.74% of the 13F portfolio, value $19,497,149.

    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 153,449 shares
    Change vs previous 13F -1,140 shares

    0.69% of the 13F portfolio, value $17,060,427.

    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 154,589 shares
    Change vs previous 13F -2,757 shares

    0.72% of the 13F portfolio, value $17,279,996.

    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 157,346 shares
    Change vs previous 13F -5,573 shares

    0.74% of the 13F portfolio, value $17,103,488.

    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 162,919 shares
    Change vs previous 13F +5,687 shares

    0.8% of the 13F portfolio, value $16,425,487.

    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 157,232 shares
    Change vs previous 13F +2,807 shares

    0.79% of the 13F portfolio, value $14,525,100.

    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 154,425 shares
    Change vs previous 13F -8,378 shares

    0.83% of the 13F portfolio, value $14,968,444.

    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 162,803 shares
    Change vs previous 13F not available

    0.91% of the 13F portfolio, value $15,490,747.

    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).