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Disclosery

Trajan Wealth LLC: DBMF position timeline

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

Trajan Wealth LLC held 16,406 DBMF 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 16,406 shares
    Change vs previous 13F -771 shares

    0.02% of the 13F portfolio, value $502,188.

    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 17,177 shares
    Change vs previous 13F -322 shares

    0.02% of the 13F portfolio, value $517,887.

    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 17,499 shares
    Change vs previous 13F -2,696 shares

    0.02% of the 13F portfolio, value $491,022.

    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 20,195 shares
    Change vs previous 13F -5,077 shares

    0.02% of the 13F portfolio, value $551,526.

    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 25,272 shares
    Change vs previous 13F -4,645 shares

    0.03% of the 13F portfolio, value $650,249.

    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 29,917 shares
    Change vs previous 13F -5,391 shares

    0.04% of the 13F portfolio, value $755,703.

    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 35,308 shares
    Change vs previous 13F -2,629 shares

    0.05% of the 13F portfolio, value $923,657.

    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 37,937 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,067,168.

    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).