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Trajan Wealth LLC: CME position timeline

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

Trajan Wealth LLC held 33,121 CME 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 33,121 shares
    Change vs previous 13F +12,289 shares

    0.28% of the 13F portfolio, value $7,314,115.

    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 20,832 shares
    Change vs previous 13F +942 shares

    0.25% of the 13F portfolio, value $6,152,637.

    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 19,890 shares
    Change vs previous 13F +220 shares

    0.23% of the 13F portfolio, value $5,431,676.

    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 19,670 shares
    Change vs previous 13F -1 shares

    0.23% of the 13F portfolio, value $5,314,690.

    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 19,671 shares
    Change vs previous 13F -45 shares

    0.27% of the 13F portfolio, value $5,421,748.

    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 19,716 shares
    Change vs previous 13F +519 shares

    0.29% of the 13F portfolio, value $5,230,458.

    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 19,197 shares
    Change vs previous 13F +407 shares

    0.25% of the 13F portfolio, value $4,458,119.

    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 18,790 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $4,146,014.

    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).