Skip to content
Disclosery

Trajan Wealth LLC: EPI position timeline

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

Trajan Wealth LLC held 398,476 EPI 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 398,476 shares
    Change vs previous 13F +23,592 shares

    0.64% of the 13F portfolio, value $17,046,790.

    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 374,884 shares
    Change vs previous 13F +23,676 shares

    0.62% of the 13F portfolio, value $15,295,254.

    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 351,208 shares
    Change vs previous 13F +2,572 shares

    0.68% of the 13F portfolio, value $16,257,404.

    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 348,636 shares
    Change vs previous 13F -2,642 shares

    0.67% of the 13F portfolio, value $15,409,707.

    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 351,278 shares
    Change vs previous 13F +87,467 shares

    0.82% of the 13F portfolio, value $16,675,171.

    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 263,811 shares
    Change vs previous 13F +14,562 shares

    0.63% of the 13F portfolio, value $11,531,183.

    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 249,249 shares
    Change vs previous 13F +20,008 shares

    0.62% of the 13F portfolio, value $11,283,506.

    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 229,241 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $11,567,501.

    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).