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Disclosery

Trajan Wealth LLC: HYG position timeline

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

Trajan Wealth LLC held 101,363 HYG 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 101,363 shares
    Change vs previous 13F +2,672 shares

    0.31% of the 13F portfolio, value $8,105,997.

    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 98,691 shares
    Change vs previous 13F +3,396 shares

    0.32% of the 13F portfolio, value $7,851,842.

    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 95,295 shares
    Change vs previous 13F +206 shares

    0.32% of the 13F portfolio, value $7,683,614.

    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 95,089 shares
    Change vs previous 13F -1,952 shares

    0.33% of the 13F portfolio, value $7,720,254.

    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 97,041 shares
    Change vs previous 13F -2,674 shares

    0.38% of the 13F portfolio, value $7,826,381.

    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 99,715 shares
    Change vs previous 13F -23 shares

    0.43% of the 13F portfolio, value $7,866,544.

    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 99,738 shares
    Change vs previous 13F +2,674 shares

    0.43% of the 13F portfolio, value $7,844,420.

    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 97,064 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $7,794,213.

    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).