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Disclosery

Trajan Wealth LLC: IGSB position timeline

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

Trajan Wealth LLC held 41,430 IGSB 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 41,430 shares
    Change vs previous 13F +438 shares

    0.08% of the 13F portfolio, value $2,171,358.

    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 40,992 shares
    Change vs previous 13F +1,396 shares

    0.09% of the 13F portfolio, value $2,154,523.

    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 39,596 shares
    Change vs previous 13F -1,580 shares

    0.09% of the 13F portfolio, value $2,093,829.

    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 41,176 shares
    Change vs previous 13F -10,472 shares

    0.09% of the 13F portfolio, value $2,183,535.

    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 51,648 shares
    Change vs previous 13F -4,307 shares

    0.13% of the 13F portfolio, value $2,724,963.

    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 55,955 shares
    Change vs previous 13F -23,765 shares

    0.16% of the 13F portfolio, value $2,930,365.

    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 79,720 shares
    Change vs previous 13F +8,635 shares

    0.23% of the 13F portfolio, value $4,121,549.

    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 71,085 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $3,743,331.

    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).