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Disclosery

Trajan Wealth LLC: BWA position timeline

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

Trajan Wealth LLC held 3,660 BWA 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 3,660 shares
    Change vs previous 13F -260 shares

    0.01% of the 13F portfolio, value $243,024.

    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 3,920 shares
    Change vs previous 13F -808 shares

    0.01% of the 13F portfolio, value $212,699.

    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 4,728 shares
    Change vs previous 13F -330 shares

    0.01% of the 13F portfolio, value $213,044.

    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 5,058 shares
    Change vs previous 13F -2,213 shares

    0.01% of the 13F portfolio, value $222,350.

    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 7,271 shares
    Change vs previous 13F -707 shares

    0.01% of the 13F portfolio, value $243,433.

    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 7,978 shares
    Change vs previous 13F +353 shares

    0.01% of the 13F portfolio, value $228,570.

    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 7,625 shares
    Change vs previous 13F +801 shares

    0.01% of the 13F portfolio, value $242,399.

    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 6,824 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $247,643.

    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).