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Disclosery

Trajan Wealth LLC: JAAA position timeline

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

Trajan Wealth LLC held 80,854 JAAA 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 80,854 shares
    Change vs previous 13F +3,567 shares

    0.15% of the 13F portfolio, value $4,082,318.

    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 77,287 shares
    Change vs previous 13F +5,317 shares

    0.16% of the 13F portfolio, value $3,892,946.

    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 71,970 shares
    Change vs previous 13F -364 shares

    0.15% of the 13F portfolio, value $3,640,243.

    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 72,334 shares
    Change vs previous 13F -18,869 shares

    0.16% of the 13F portfolio, value $3,673,121.

    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 91,203 shares
    Change vs previous 13F -4,509 shares

    0.23% of the 13F portfolio, value $4,628,552.

    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 95,712 shares
    Change vs previous 13F +44,324 shares

    0.26% of the 13F portfolio, value $4,853,556.

    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 51,388 shares
    Change vs previous 13F -1,990 shares

    0.14% of the 13F portfolio, value $2,605,885.

    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 53,378 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $2,715,873.

    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).