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Disclosery

Trajan Wealth LLC: BSV position timeline

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

Trajan Wealth LLC held 728,258 BSV 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 728,258 shares
    Change vs previous 13F +43,823 shares

    2.14% of the 13F portfolio, value $56,738,581.

    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 684,435 shares
    Change vs previous 13F +61,644 shares

    2.17% of the 13F portfolio, value $53,666,531.

    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 622,791 shares
    Change vs previous 13F +94,754 shares

    2.04% of the 13F portfolio, value $49,082,184.

    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 528,037 shares
    Change vs previous 13F +112,249 shares

    1.8% of the 13F portfolio, value $41,667,401.

    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 415,788 shares
    Change vs previous 13F +64,727 shares

    1.6% of the 13F portfolio, value $32,722,498.

    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 351,061 shares
    Change vs previous 13F +72,063 shares

    1.5% of the 13F portfolio, value $27,481,033.

    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 278,998 shares
    Change vs previous 13F +55,004 shares

    1.19% of the 13F portfolio, value $21,558,166.

    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 223,994 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $17,626,104.

    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).