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Disclosery

Trajan Wealth LLC: IEFA position timeline

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

Trajan Wealth LLC held 174,236 IEFA 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 174,236 shares
    Change vs previous 13F +280 shares

    0.64% of the 13F portfolio, value $16,827,723.

    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 173,956 shares
    Change vs previous 13F -4,483 shares

    0.64% of the 13F portfolio, value $15,748,209.

    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 178,439 shares
    Change vs previous 13F -1,307 shares

    0.67% of the 13F portfolio, value $15,963,190.

    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 179,746 shares
    Change vs previous 13F -4,162 shares

    0.68% of the 13F portfolio, value $15,693,617.

    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 183,908 shares
    Change vs previous 13F -16,353 shares

    0.75% of the 13F portfolio, value $15,352,634.

    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 200,261 shares
    Change vs previous 13F -487 shares

    0.83% of the 13F portfolio, value $15,149,707.

    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 200,748 shares
    Change vs previous 13F -104,771 shares

    0.78% of the 13F portfolio, value $14,108,561.

    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 305,519 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $23,845,787.

    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).