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Disclosery

Trajan Wealth LLC: COO position timeline

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

Trajan Wealth LLC held 269,803 COO 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 269,803 shares
    Change vs previous 13F +25,169 shares

    0.73% of the 13F portfolio, value $19,347,573.

    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 244,634 shares
    Change vs previous 13F +37,089 shares

    0.71% of the 13F portfolio, value $17,491,331.

    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 207,545 shares
    Change vs previous 13F +28,276 shares

    0.71% of the 13F portfolio, value $17,010,388.

    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 179,269 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $12,290,683.

    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).