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Disclosery

Trajan Wealth LLC: IDV position timeline

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

Trajan Wealth LLC held 52,137 IDV 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 52,137 shares
    Change vs previous 13F -1,906 shares

    0.08% of the 13F portfolio, value $2,160,036.

    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 54,043 shares
    Change vs previous 13F -1,719 shares

    0.09% of the 13F portfolio, value $2,300,070.

    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 55,762 shares
    Change vs previous 13F -9,140 shares

    0.09% of the 13F portfolio, value $2,199,811.

    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 64,902 shares
    Change vs previous 13F -6,141 shares

    0.1% of the 13F portfolio, value $2,372,168.

    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 71,043 shares
    Change vs previous 13F -6,741 shares

    0.12% of the 13F portfolio, value $2,451,694.

    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 77,784 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,412,860.

    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).