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Disclosery

Trajan Wealth LLC: EWL position timeline

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

Trajan Wealth LLC held 332,798 EWL 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 332,798 shares
    Change vs previous 13F +10,252 shares

    0.79% of the 13F portfolio, value $20,916,344.

    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 322,546 shares
    Change vs previous 13F +6,665 shares

    0.77% of the 13F portfolio, value $18,968,923.

    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 315,881 shares
    Change vs previous 13F -2,413 shares

    0.79% of the 13F portfolio, value $18,940,218.

    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 318,294 shares
    Change vs previous 13F -4,891 shares

    0.76% of the 13F portfolio, value $17,582,582.

    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 323,185 shares
    Change vs previous 13F +52,548 shares

    0.87% of the 13F portfolio, value $17,713,773.

    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 270,637 shares
    Change vs previous 13F -6,986 shares

    0.76% of the 13F portfolio, value $14,016,299.

    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 277,623 shares
    Change vs previous 13F +41,621 shares

    0.71% of the 13F portfolio, value $12,759,561.

    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 236,002 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $12,295,713.

    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).