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Disclosery

Trajan Wealth LLC: CB position timeline

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

Trajan Wealth LLC held 25,469 CB 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 25,469 shares
    Change vs previous 13F +6,225 shares

    0.33% of the 13F portfolio, value $8,678,451.

    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 19,244 shares
    Change vs previous 13F +912 shares

    0.25% of the 13F portfolio, value $6,272,329.

    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 18,332 shares
    Change vs previous 13F +129 shares

    0.24% of the 13F portfolio, value $5,721,844.

    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 18,203 shares
    Change vs previous 13F +192 shares

    0.22% of the 13F portfolio, value $5,137,811.

    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 18,011 shares
    Change vs previous 13F +131 shares

    0.26% of the 13F portfolio, value $5,218,121.

    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 17,880 shares
    Change vs previous 13F -735 shares

    0.29% of the 13F portfolio, value $5,399,665.

    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 18,615 shares
    Change vs previous 13F +483 shares

    0.28% of the 13F portfolio, value $5,143,213.

    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 18,132 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $5,229,209.

    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).