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Disclosery

Trajan Wealth LLC: IWV position timeline

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

Trajan Wealth LLC held 59,839 IWV 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 59,839 shares
    Change vs previous 13F +666 shares

    0.96% of the 13F portfolio, value $25,515,208.

    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 59,173 shares
    Change vs previous 13F +1,062 shares

    0.89% of the 13F portfolio, value $21,934,294.

    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 58,111 shares
    Change vs previous 13F -1,776 shares

    0.94% of the 13F portfolio, value $22,480,046.

    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 59,887 shares
    Change vs previous 13F -2,713 shares

    0.98% of the 13F portfolio, value $22,693,716.

    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 62,600 shares
    Change vs previous 13F -8,347 shares

    1.07% of the 13F portfolio, value $21,972,571.

    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 70,947 shares
    Change vs previous 13F +349 shares

    1.23% of the 13F portfolio, value $22,535,591.

    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 70,598 shares
    Change vs previous 13F -1,872 shares

    1.31% of the 13F portfolio, value $23,597,397.

    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 72,470 shares
    Change vs previous 13F not available

    1.4% of the 13F portfolio, value $23,678,032.

    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).