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Disclosery

Trajan Wealth LLC: HGER position timeline

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

Trajan Wealth LLC held 9,295 HGER 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 9,295 shares
    Change vs previous 13F -659 shares

    0.01% of the 13F portfolio, value $272,715.

    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 9,954 shares
    Change vs previous 13F -380 shares

    0.01% of the 13F portfolio, value $308,674.

    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 10,334 shares
    Change vs previous 13F -872 shares

    0.01% of the 13F portfolio, value $256,490.

    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 11,206 shares
    Change vs previous 13F -3,721 shares

    0.01% of the 13F portfolio, value $289,115.

    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 14,927 shares
    Change vs previous 13F -2,898 shares

    0.02% of the 13F portfolio, value $362,577.

    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 17,825 shares
    Change vs previous 13F -4,500 shares

    0.02% of the 13F portfolio, value $428,691.

    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 22,325 shares
    Change vs previous 13F -2,693 shares

    0.03% of the 13F portfolio, value $494,173.

    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 25,018 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $565,532.

    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).