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Disclosery

Trajan Wealth LLC: C position timeline

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

Trajan Wealth LLC held 65,944 C 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 65,944 shares
    Change vs previous 13F -4,980 shares

    0.35% of the 13F portfolio, value $9,229,588.

    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 70,924 shares
    Change vs previous 13F +947 shares

    0.32% of the 13F portfolio, value $8,043,469.

    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 69,977 shares
    Change vs previous 13F -1,606 shares

    0.34% of the 13F portfolio, value $8,165,623.

    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 71,583 shares
    Change vs previous 13F -4,006 shares

    0.31% of the 13F portfolio, value $7,265,688.

    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 75,589 shares
    Change vs previous 13F -649 shares

    0.31% of the 13F portfolio, value $6,434,104.

    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 76,238 shares
    Change vs previous 13F +65,092 shares

    0.3% of the 13F portfolio, value $5,412,136.

    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 11,146 shares
    Change vs previous 13F -1,318 shares

    0.04% of the 13F portfolio, value $784,567.

    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 12,464 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $780,246.

    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).