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Disclosery

Trajan Wealth LLC: FMF position timeline

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

Trajan Wealth LLC held 5,188 FMF 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 5,188 shares
    Change vs previous 13F -247 shares

    0.01% of the 13F portfolio, value $260,023.

    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 5,435 shares
    Change vs previous 13F -214 shares

    0.01% of the 13F portfolio, value $275,120.

    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 5,649 shares
    Change vs previous 13F -183 shares

    0.01% of the 13F portfolio, value $265,786.

    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 5,832 shares
    Change vs previous 13F -1,496 shares

    0.01% of the 13F portfolio, value $284,018.

    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 7,328 shares
    Change vs previous 13F -1,341 shares

    0.02% of the 13F portfolio, value $331,299.

    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 8,669 shares
    Change vs previous 13F -1,699 shares

    0.02% of the 13F portfolio, value $399,814.

    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 10,368 shares
    Change vs previous 13F -977 shares

    0.03% of the 13F portfolio, value $493,309.

    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 11,345 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $538,888.

    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).