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Disclosery

Trajan Wealth LLC: CDX position timeline

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

Trajan Wealth LLC held 14,738 CDX 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 14,738 shares
    Change vs previous 13F +155 shares

    0.01% of the 13F portfolio, value $311,261.

    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 14,583 shares
    Change vs previous 13F -1,095 shares

    0.01% of the 13F portfolio, value $311,210.

    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 15,678 shares
    Change vs previous 13F -2,256 shares

    0.01% of the 13F portfolio, value $349,149.

    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 17,934 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $410,872.

    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).