Trajan Wealth LLC: ELV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trajan Wealth LLC on ELV, newest first. How the timeline and the estimate are built.
Trajan Wealth LLC held 106,831 ELV shares at 2026-06-30 per its 13F-HR filed 2026-08-13.
the latest 13F is the newest step
- period ended2026-06-3013F 106,831 sharesChange vs previous 13F +4,135 shares
1.56% of the 13F portfolio, value $41,314,870.
13F-HR 0001934415-26-000005 filed by Trajan Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 102,696 sharesChange vs previous 13F +10,459 shares
1.21% of the 13F portfolio, value $30,064,179.
13F-HR 0001934415-26-000004 filed by Trajan Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 92,237 sharesChange vs previous 13F +5,966 shares
1.35% of the 13F portfolio, value $32,333,735.
13F-HR 0001934415-26-000001 filed by Trajan Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 86,271 sharesChange vs previous 13F +12,846 shares
1.2% of the 13F portfolio, value $27,875,879.
13F-HR 0001934415-25-000005 filed by Trajan Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 73,425 sharesChange vs previous 13F +8,644 shares
1.4% of the 13F portfolio, value $28,559,531.
13F-HR 0001934415-25-000004 filed by Trajan Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 64,781 sharesChange vs previous 13F +12,400 shares
1.54% of the 13F portfolio, value $28,177,000.
13F-HR 0001085146-25-002998 filed by Trajan Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 52,381 sharesChange vs previous 13F +2,839 shares
1.07% of the 13F portfolio, value $19,323,167.
13F-HR 0001934415-25-000002 filed by Trajan Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 49,542 sharesChange vs previous 13F not available
1.52% of the 13F portfolio, value $25,762,016.
13F-HR 0001934415-24-000006 filed by Trajan Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).