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Disclosery

Trajan Wealth LLC: BILZ position timeline

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

Trajan Wealth LLC held 48,646 BILZ 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 48,646 shares
    Change vs previous 13F -5,685 shares

    0.19% of the 13F portfolio, value $4,909,841.

    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 54,331 shares
    Change vs previous 13F -6,367 shares

    0.22% of the 13F portfolio, value $5,485,798.

    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 60,698 shares
    Change vs previous 13F +9,826 shares

    0.25% of the 13F portfolio, value $6,116,253.

    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 50,872 shares
    Change vs previous 13F -3,793 shares

    0.22% of the 13F portfolio, value $5,147,765.

    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 54,665 shares
    Change vs previous 13F +4,374 shares

    0.27% of the 13F portfolio, value $5,532,049.

    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 50,291 shares
    Change vs previous 13F -18,334 shares

    0.28% of the 13F portfolio, value $5,089,408.

    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 68,625 shares
    Change vs previous 13F -6,177 shares

    0.38% of the 13F portfolio, value $6,918,787.

    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 74,802 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $7,571,466.

    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).